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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 | $166,131-23.8% | $164,975-23.3% | $145,877-13.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.45% | 100.37%-90.9pp | 70.12%-60.7pp | 551.28%-541.8pp |
| Employer contribution / active EE | $6,788 | $5,276+28.7% | $4,343+56.3% | $4,663+45.6% |
| Participant deferral / active EE | $10,482 | $6,962+50.6% | $6,033+73.7% | $6,691+56.7% |
| Admin fee / account holder | $1,770 | $16,648-89.4% | $12,688-86.1% | $13,402-86.8% |