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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 | $139,827 | $166,131-15.8% | $164,975-15.2% | $145,877-4.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.37%-88.4pp | 70.12%-58.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $5,451 | $5,276+3.3% | $4,343+25.5% | $4,663+16.9% |
| Participant deferral / active EE | $13,250 | $6,962+90.3% | $6,033+119.6% | $6,691+98.0% |
| Admin fee / account holder | $514 | $16,648-96.9% | $12,688-96.0% | $13,402-96.2% |