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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 | $151,701 | $289,211-47.5% | $260,467-41.8% | $198,609-23.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 12.14% | 112.90%-100.8pp | 100.60%-88.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $7,462 | $4,663+60.0% | $4,239+76.1% | $5,055+47.6% |
| Participant deferral / active EE | $8,828 | $6,812+29.6% | $6,319+39.7% | $6,977+26.5% |
| Admin fee / account holder | $10,707 | $16,236-34.1% | $15,461-30.7% | $19,030-43.7% |