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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 | $138,438 | $185,312-25.3% | $161,489-14.3% | $154,746-10.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.09% | 103.84%-93.8pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $5,144 | $4,769+7.9% | $4,268+20.5% | $4,379+17.5% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $1,191,953 | $18,654+6289.6% | $16,006+7347.1% | $14,365+8197.5% |