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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 | $146,235 | $154,145-5.1% | $130,014+12.5% | $139,427+4.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 32.49%-15.6pp | -137.22%+154.1pp | 373.27%-356.4pp |
| Employer contribution / active EE | $10,991 | $5,290+107.8% | $4,320+154.4% | $4,752+131.3% |
| Participant deferral / active EE | $8,582 | $6,711+27.9% | $5,821+47.4% | $6,711+27.9% |
| Admin fee / account holder | $1,068 | $14,009-92.4% | $10,616-89.9% | $11,404-90.6% |