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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 | $156,762 | $166,131-5.6% | $164,975-5.0% | $145,877+7.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.52% | 100.37%-88.8pp | 70.12%-58.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $7,428 | $5,276+40.8% | $4,343+71.1% | $4,663+59.3% |
| Participant deferral / active EE | $13,010 | $6,962+86.9% | $6,033+115.6% | $6,691+94.4% |
| Admin fee / account holder | $2,636 | $16,648-84.2% | $12,688-79.2% | $13,402-80.3% |