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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 | $158,098 | $166,131-4.8% | $164,975-4.2% | $145,877+8.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.39% | 100.37%-88.0pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $7,317 | $5,276+38.7% | $4,343+68.5% | $4,663+56.9% |
| Participant deferral / active EE | $5,073 | $6,962-27.1% | $6,033-15.9% | $6,691-24.2% |
| Admin fee / account holder | $5,369 | $16,648-67.7% | $12,688-57.7% | $13,402-59.9% |