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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 | $140,170 | $135,645+3.3% | $110,243+27.1% | $135,380+3.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.24% | 513.24%-507.0pp | 314.76%-308.5pp | 519.81%-513.6pp |
| Employer contribution / active EE | $13,702 | $4,907+179.2% | $3,827+258.1% | $4,779+186.7% |
| Participant deferral / active EE | $3,317 | $5,507-39.8% | $4,672-29.0% | $5,609-40.9% |
| Admin fee / account holder | $1,887 | $11,458-83.5% | $8,548-77.9% | $10,828-82.6% |