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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 | $138,975 | $183,539-24.3% | $155,556-10.7% | $145,897-4.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $11,421 | $5,315+114.9% | $4,675+144.3% | $4,663+144.9% |
| Participant deferral / active EE | $6,571 | $6,467+1.6% | $5,631+16.7% | $6,689-1.8% |
| Admin fee / account holder | $2,660 | $19,275-86.2% | $15,885-83.3% | $13,390-80.1% |