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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 | $119,127 | $160,040-25.6% | $147,096-19.0% | $145,877-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $8,041 | $5,289+52.0% | $4,936+62.9% | $4,663+72.4% |
| Participant deferral / active EE | $12,907 | $8,429+53.1% | $8,071+59.9% | $6,691+92.9% |
| Admin fee / account holder | $1,047 | $15,050-93.0% | $13,005-91.9% | $13,402-92.2% |