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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 | $121,731 | $183,539-33.7% | $155,556-21.7% | $145,897-16.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.37% | 61.31%-51.9pp | 64.84%-55.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $6,822 | $5,315+28.3% | $4,675+45.9% | $4,663+46.3% |
| Participant deferral / active EE | $8,005 | $6,467+23.8% | $5,631+42.2% | $6,689+19.7% |
| Admin fee / account holder | $7,090 | $19,275-63.2% | $15,885-55.4% | $13,390-47.1% |