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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 | $149,398 | $166,020-10.0% | $164,866-9.4% | $145,959+2.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.02% | 100.08%-91.1pp | 69.97%-60.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $15,498 | $5,275+193.8% | $4,343+256.9% | $4,661+232.5% |
| Participant deferral / active EE | $10,393 | $6,961+49.3% | $6,033+72.3% | $6,689+55.4% |
| Admin fee / account holder | $599 | $16,644-96.4% | $12,689-95.3% | $13,398-95.5% |