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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 | $130,088 | $183,539-29.1% | $155,556-16.4% | $145,897-10.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $7,700 | $5,315+44.9% | $4,675+64.7% | $4,663+65.1% |
| Participant deferral / active EE | $6,872 | $6,467+6.3% | $5,631+22.0% | $6,689+2.7% |
| Admin fee / account holder | $704 | $19,275-96.3% | $15,885-95.6% | $13,390-94.7% |