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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 | $134,487 | $166,242-19.1% | $165,071-18.5% | $145,884-7.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $19,133 | $5,283+262.2% | $4,347+340.1% | $4,662+310.4% |
| Participant deferral / active EE | $11,620 | $6,964+66.9% | $6,035+92.5% | $6,690+73.7% |
| Admin fee / account holder | $1,531 | $16,658-90.8% | $12,695-87.9% | $13,392-88.6% |