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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 | $135,215 | $183,539-26.3% | $155,556-13.1% | $145,897-7.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.82% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,870 | $5,315-46.0% | $4,675-38.6% | $4,663-38.5% |
| Participant deferral / active EE | $12,000 | $6,467+85.6% | $5,631+113.1% | $6,689+79.4% |
| Admin fee / account holder | $5,148 | $19,275-73.3% | $15,885-67.6% | $13,390-61.6% |