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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 | $126,334 | $162,529-22.3% | $130,788-3.4% | $154,746-18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.46% | 510.48%-497.0pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,915 | $4,447-34.5% | $3,558-18.1% | $4,379-33.4% |
| Participant deferral / active EE | $5,867 | $4,808+22.0% | $4,137+41.8% | $6,730-12.8% |
| Admin fee / account holder | $2,910 | $7,669-62.1% | $6,673-56.4% | $14,365-79.7% |