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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 | $126,568 | $166,020-23.8% | $164,866-23.2% | $145,959-13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.45% | 100.08%-90.6pp | 69.97%-60.5pp | 561.95%-552.5pp |
| Employer contribution / active EE | $6,788 | $5,275+28.7% | $4,343+56.3% | $4,661+45.6% |
| Participant deferral / active EE | $10,482 | $6,961+50.6% | $6,033+73.8% | $6,689+56.7% |
| Admin fee / account holder | $1,770 | $16,644-89.4% | $12,689-86.1% | $13,398-86.8% |