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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 | $139,370 | $183,516-24.1% | $155,534-10.4% | $145,884-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 61.43%-42.0pp | 64.92%-45.5pp | 551.85%-532.4pp |
| Employer contribution / active EE | $10,279 | $5,315+93.4% | $4,675+119.9% | $4,662+120.5% |
| Participant deferral / active EE | $6,131 | $6,467-5.2% | $5,630+8.9% | $6,690-8.4% |
| Admin fee / account holder | $802 | $19,293-95.8% | $15,900-95.0% | $13,392-94.0% |