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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 | $166,020-8.7% | $164,866-8.1% | $145,959+3.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 100.08%-86.6pp | 69.97%-56.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $8,401 | $5,275+59.3% | $4,343+93.5% | $4,661+80.2% |
| Participant deferral / active EE | $9,031 | $6,961+29.7% | $6,033+49.7% | $6,689+35.0% |
| Admin fee / account holder | $1,227 | $16,644-92.6% | $12,689-90.3% | $13,398-90.8% |