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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 | $138,976 | $166,242-16.4% | $165,071-15.8% | $145,884-4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.42% | 100.44%-90.0pp | 70.17%-59.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $12,366 | $5,283+134.1% | $4,347+184.4% | $4,662+165.2% |
| Participant deferral / active EE | $6,100 | $6,964-12.4% | $6,035+1.1% | $6,690-8.8% |
| Admin fee / account holder | $1,879 | $16,658-88.7% | $12,695-85.2% | $13,392-86.0% |