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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 | $166,268-8.2% | $165,100-7.6% | $145,897+4.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.93% | 100.52%-87.6pp | 70.21%-57.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $9,688 | $5,284+83.3% | $4,348+122.8% | $4,663+107.8% |
| Participant deferral / active EE | $10,016 | $6,964+43.8% | $6,035+66.0% | $6,689+49.7% |
| Admin fee / account holder | $420 | $16,659-97.5% | $12,696-96.7% | $13,390-96.9% |