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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 | $125,426 | $135,645-7.5% | $110,243+13.8% | $135,380-7.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 10.29% | 513.24%-502.9pp | 314.76%-304.5pp | 519.81%-509.5pp |
| Employer contribution / active EE | $7,192 | $4,907+46.6% | $3,827+87.9% | $4,779+50.5% |
| Participant deferral / active EE | $3,122 | $5,507-43.3% | $4,672-33.2% | $5,609-44.3% |
| Admin fee / account holder | $726 | $11,458-93.7% | $8,548-91.5% | $10,828-93.3% |