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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 | $143,793 | $166,268-13.5% | $165,100-12.9% | $145,897-1.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.17% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $6,814 | $5,284+29.0% | $4,348+56.7% | $4,663+46.2% |
| Participant deferral / active EE | $6,914 | $6,964-0.7% | $6,035+14.6% | $6,689+3.4% |
| Admin fee / account holder | $1,514 | $16,659-90.9% | $12,696-88.1% | $13,390-88.7% |