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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 | $128,225 | $183,592-30.2% | $155,574-17.6% | $145,877-12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $10,122 | $5,317+90.4% | $4,676+116.5% | $4,663+117.1% |
| Participant deferral / active EE | $9,884 | $6,466+52.9% | $5,629+75.6% | $6,691+47.7% |
| Admin fee / account holder | $4,237 | $19,316-78.1% | $15,914-73.4% | $13,402-68.4% |