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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 | $109,184 | $154,209-29.2% | $130,062-16.1% | $139,487-21.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.59% | 32.52%-10.9pp | -137.37%+159.0pp | 373.84%-352.3pp |
| Employer contribution / active EE | $11,853 | $5,292+124.0% | $4,322+174.2% | $4,755+149.3% |
| Participant deferral / active EE | $6,463 | $6,709-3.7% | $5,821+11.0% | $6,713-3.7% |
| Admin fee / account holder | $721 | $13,988-94.8% | $10,601-93.2% | $11,407-93.7% |