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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 | $147,458 | $154,193-4.4% | $130,045+13.4% | $139,466+5.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 32.51%-20.8pp | -137.30%+149.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $10,510 | $5,292+98.6% | $4,321+143.2% | $4,754+121.1% |
| Participant deferral / active EE | $5,928 | $6,709-11.6% | $5,820+1.9% | $6,712-11.7% |
| Admin fee / account holder | $547 | $13,989-96.1% | $10,600-94.8% | $11,409-95.2% |