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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 | $146,709 | $166,268-11.8% | $165,100-11.1% | $145,897+0.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 100.52%-91.5pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $5,443 | $5,284+3.0% | $4,348+25.2% | $4,663+16.7% |
| Participant deferral / active EE | $6,155 | $6,964-11.6% | $6,035+2.0% | $6,689-8.0% |
| Admin fee / account holder | $48,510 | $16,659+191.2% | $12,696+282.1% | $13,390+262.3% |