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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 | $133,288 | $152,612-12.7% | $125,192+6.5% | $152,897-12.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.60% | 54.85%-38.2pp | 43.79%-27.2pp | 345.43%-328.8pp |
| Employer contribution / active EE | $10,200 | $4,947+106.2% | $3,866+163.8% | $4,764+114.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,630 | $13,437-13.4% | $9,704+19.8% | $11,599+0.3% |