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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 | $151,502 | $166,268-8.9% | $165,100-8.2% | $145,897+3.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $8,401 | $5,284+59.0% | $4,348+93.2% | $4,663+80.2% |
| Participant deferral / active EE | $9,031 | $6,964+29.7% | $6,035+49.6% | $6,689+35.0% |
| Admin fee / account holder | $1,227 | $16,659-92.6% | $12,696-90.3% | $13,390-90.8% |