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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 | $166,242-15.9% | $165,071-15.3% | $145,884-4.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.44%-88.5pp | 70.17%-58.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $5,451 | $5,283+3.2% | $4,347+25.4% | $4,662+16.9% |
| Participant deferral / active EE | $13,250 | $6,964+90.3% | $6,035+119.5% | $6,690+98.1% |
| Admin fee / account holder | $514 | $16,658-96.9% | $12,695-96.0% | $13,392-96.2% |