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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 | $121,811 | $166,020-26.6% | $164,866-26.1% | $145,959-16.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.34% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $12,272 | $5,275+132.7% | $4,343+182.6% | $4,661+163.3% |
| Participant deferral / active EE | $11,648 | $6,961+67.3% | $6,033+93.1% | $6,689+74.1% |
| Admin fee / account holder | $421 | $16,644-97.5% | $12,689-96.7% | $13,398-96.9% |