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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 | $137,877 | $166,131-17.0% | $164,975-16.4% | $145,877-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.54% | 100.37%-84.8pp | 70.12%-54.6pp | 551.28%-535.7pp |
| Employer contribution / active EE | $8,324 | $5,276+57.8% | $4,343+91.7% | $4,663+78.5% |
| Participant deferral / active EE | $4,781 | $6,962-31.3% | $6,033-20.8% | $6,691-28.5% |
| Admin fee / account holder | $5,377 | $16,648-67.7% | $12,688-57.6% | $13,402-59.9% |