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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 | $148,247 | $197,637-25.0% | $177,848-16.6% | $158,982-6.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.97% | 58.77%-51.8pp | 48.33%-41.4pp | 302.99%-296.0pp |
| Employer contribution / active EE | $15,217 | $6,698+127.2% | $5,919+157.1% | $4,763+219.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,956 | $15,406-35.4% | $12,431-19.9% | $11,252-11.5% |