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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 | $116,198 | $154,209-24.6% | $130,062-10.7% | $139,487-16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 32.52%-21.3pp | -137.37%+148.6pp | 373.84%-362.6pp |
| Employer contribution / active EE | $15,425 | $5,292+191.5% | $4,322+256.9% | $4,755+224.4% |
| Participant deferral / active EE | $5,625 | $6,709-16.2% | $5,821-3.4% | $6,713-16.2% |
| Admin fee / account holder | $777 | $13,988-94.4% | $10,601-92.7% | $11,407-93.2% |