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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 | $138,585 | $166,268-16.6% | $165,100-16.1% | $145,897-5.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.70% | 100.52%-88.8pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $9,427 | $5,284+78.4% | $4,348+116.8% | $4,663+102.2% |
| Participant deferral / active EE | $8,440 | $6,964+21.2% | $6,035+39.8% | $6,689+26.2% |
| Admin fee / account holder | $3,053 | $16,659-81.7% | $12,696-76.0% | $13,390-77.2% |