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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 | $152,596 | $166,131-8.1% | $164,975-7.5% | $145,877+4.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.93% | 100.37%-87.4pp | 70.12%-57.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $9,688 | $5,276+83.6% | $4,343+123.1% | $4,663+107.8% |
| Participant deferral / active EE | $10,016 | $6,962+43.9% | $6,033+66.0% | $6,691+49.7% |
| Admin fee / account holder | $420 | $16,648-97.5% | $12,688-96.7% | $13,402-96.9% |