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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 | $125,833 | $166,131-24.3% | $164,975-23.7% | $145,877-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.55% | 100.37%-87.8pp | 70.12%-57.6pp | 551.28%-538.7pp |
| Employer contribution / active EE | $20,885 | $5,276+295.9% | $4,343+380.9% | $4,663+347.9% |
| Participant deferral / active EE | $12,200 | $6,962+75.2% | $6,033+102.2% | $6,691+82.3% |
| Admin fee / account holder | $1,147 | $16,648-93.1% | $12,688-91.0% | $13,402-91.4% |