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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 | $166,131-21.9% | $164,975-21.4% | $145,877-11.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.05% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $10,503 | $5,276+99.1% | $4,343+141.9% | $4,663+125.2% |
| Participant deferral / active EE | $7,130 | $6,962+2.4% | $6,033+18.2% | $6,691+6.6% |
| Admin fee / account holder | $6,299 | $16,648-62.2% | $12,688-50.4% | $13,402-53.0% |