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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 | $129,502 | $196,972-34.3% | $182,262-28.9% | $198,609-34.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.80% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $18,212 | $5,364+239.5% | $5,046+260.9% | $5,055+260.2% |
| Participant deferral / active EE | $9,083 | $8,643+5.1% | $8,276+9.7% | $6,977+30.2% |
| Admin fee / account holder | $5,491 | $18,429-70.2% | $16,712-67.1% | $19,030-71.1% |