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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 | $150,098 | $110,337+36.0% | $102,383+46.6% | $145,877+2.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.17% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $11,166 | $4,216+164.9% | $3,870+188.5% | $4,663+139.5% |
| Participant deferral / active EE | $10,979 | $5,621+95.3% | $5,060+117.0% | $6,691+64.1% |
| Admin fee / account holder | $870 | $9,750-91.1% | $8,391-89.6% | $13,402-93.5% |