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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 | $150,345 | $211,224-28.8% | $178,505-15.8% | $145,897+3.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.32% | 30.28%-21.0pp | 27.16%-17.8pp | 552.29%-543.0pp |
| Employer contribution / active EE | $10,120 | $4,577+121.1% | $3,955+155.9% | $4,663+117.0% |
| Participant deferral / active EE | $9,639 | $6,966+38.4% | $6,280+53.5% | $6,689+44.1% |
| Admin fee / account holder | $128,005 | $12,109+957.1% | $10,428+1127.5% | $13,390+855.9% |