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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 | $134,084 | $166,242-19.3% | $165,071-18.8% | $145,884-8.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.75% | 100.44%-90.7pp | 70.17%-60.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,723 | $5,283-29.5% | $4,347-14.4% | $4,662-20.2% |
| Participant deferral / active EE | $12,517 | $6,964+79.7% | $6,035+107.4% | $6,690+87.1% |
| Admin fee / account holder | $3,654 | $16,658-78.1% | $12,695-71.2% | $13,392-72.7% |