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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 | $120,620 | $154,209-21.8% | $130,062-7.3% | $139,487-13.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 32.52%-20.9pp | -137.37%+149.0pp | 373.84%-362.2pp |
| Employer contribution / active EE | $6,707 | $5,292+26.7% | $4,322+55.2% | $4,755+41.1% |
| Participant deferral / active EE | $9,952 | $6,709+48.3% | $5,821+71.0% | $6,713+48.3% |
| Admin fee / account holder | $5,020 | $13,988-64.1% | $10,601-52.6% | $11,407-56.0% |