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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 | $132,828 | $166,268-20.1% | $165,100-19.5% | $145,897-9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.77% | 100.52%-82.8pp | 70.21%-52.4pp | 552.29%-534.5pp |
| Employer contribution / active EE | $13,112 | $5,284+148.1% | $4,348+201.5% | $4,663+181.2% |
| Participant deferral / active EE | $6,646 | $6,964-4.6% | $6,035+10.1% | $6,689-0.6% |
| Admin fee / account holder | $27,790 | $16,659+66.8% | $12,696+118.9% | $13,390+107.5% |