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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,745 | $152,619-12.4% | $125,195+6.8% | $152,909-12.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.95% | 54.85%-40.9pp | 43.79%-29.8pp | 345.46%-331.5pp |
| Employer contribution / active EE | $2,102 | $4,947-57.5% | $3,866-45.6% | $4,764-55.9% |
| Participant deferral / active EE | $7,369 | $5,869+25.6% | $4,937+49.3% | $5,851+25.9% |
| Admin fee / account holder | $43,791 | $13,437+225.9% | $9,704+351.3% | $11,601+277.5% |