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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 | $152,713 | $103,008+48.3% | $90,304+69.1% | $152,897-0.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.86% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $9,869 | $3,139+214.4% | $2,855+245.7% | $4,764+107.2% |
| Participant deferral / active EE | $8,940 | $4,281+108.8% | $3,885+130.1% | $5,851+52.8% |
| Admin fee / account holder | $3,691 | $6,175-40.2% | $5,354-31.1% | $11,599-68.2% |