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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 | $157,769 | $166,131-5.0% | $164,975-4.4% | $145,877+8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.03% | 100.37%-79.3pp | 70.12%-49.1pp | 551.28%-530.3pp |
| Employer contribution / active EE | $10,998 | $5,276+108.5% | $4,343+153.3% | $4,663+135.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,601 | $16,648-72.4% | $12,688-63.7% | $13,402-65.7% |