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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 | $124,385 | $154,159-19.3% | $130,026-4.3% | $139,456-10.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.00% | 32.50%-12.5pp | -137.26%+157.3pp | 373.45%-353.5pp |
| Employer contribution / active EE | $11,335 | $5,292+114.2% | $4,321+162.3% | $4,753+138.5% |
| Participant deferral / active EE | $9,802 | $6,710+46.1% | $5,821+68.4% | $6,711+46.1% |
| Admin fee / account holder | $5,217 | $14,001-62.7% | $10,608-50.8% | $11,407-54.3% |