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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 | $139,252 | $176,120-20.9% | $159,487-12.7% | $167,553-16.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.48% | 331.95%-320.5pp | 263.71%-252.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $7,569 | $5,299+42.8% | $4,831+56.7% | $4,840+56.4% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,238 | $12,561-26.5% | $10,804-14.5% | $12,316-25.0% |