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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 | $155,594 | $166,131-6.3% | $164,975-5.7% | $145,877+6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.66% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $8,414 | $5,276+59.5% | $4,343+93.8% | $4,663+80.4% |
| Participant deferral / active EE | $10,254 | $6,962+47.3% | $6,033+70.0% | $6,691+53.3% |
| Admin fee / account holder | $36,166 | $16,648+117.2% | $12,688+185.0% | $13,402+169.9% |