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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 | $128,349 | $112,121+14.5% | $95,960+33.8% | $158,966-19.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.15% | 171.16%-158.0pp | 91.63%-78.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $6,485 | $3,199+102.7% | $2,541+155.2% | $4,762+36.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $953 | $10,135-90.6% | $6,797-86.0% | $11,250-91.5% |