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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 | $166,268-6.4% | $165,100-5.8% | $145,897+6.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.66% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.6pp |
| Employer contribution / active EE | $8,414 | $5,284+59.2% | $4,348+93.5% | $4,663+80.5% |
| Participant deferral / active EE | $10,254 | $6,964+47.2% | $6,035+69.9% | $6,689+53.3% |
| Admin fee / account holder | $36,166 | $16,659+117.1% | $12,696+184.9% | $13,390+170.1% |