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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 | $166,131-16.6% | $164,975-16.0% | $145,877-5.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.70% | 100.37%-88.7pp | 70.12%-58.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $9,427 | $5,276+78.7% | $4,343+117.1% | $4,663+102.2% |
| Participant deferral / active EE | $8,440 | $6,962+21.2% | $6,033+39.9% | $6,691+26.1% |
| Admin fee / account holder | $3,053 | $16,648-81.7% | $12,688-75.9% | $13,402-77.2% |