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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 | $129,728 | $166,020-21.9% | $164,866-21.3% | $145,959-11.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.05% | 100.08%-87.0pp | 69.97%-56.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $10,503 | $5,275+99.1% | $4,343+141.9% | $4,661+125.4% |
| Participant deferral / active EE | $7,130 | $6,961+2.4% | $6,033+18.2% | $6,689+6.6% |
| Admin fee / account holder | $6,299 | $16,644-62.2% | $12,689-50.4% | $13,398-53.0% |