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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 | $166,131-20.0% | $164,975-19.5% | $145,877-8.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.77% | 100.37%-82.6pp | 70.12%-52.4pp | 551.28%-533.5pp |
| Employer contribution / active EE | $13,112 | $5,276+148.5% | $4,343+201.9% | $4,663+181.2% |
| Participant deferral / active EE | $6,646 | $6,962-4.5% | $6,033+10.2% | $6,691-0.7% |
| Admin fee / account holder | $27,790 | $16,648+66.9% | $12,688+119.0% | $13,402+107.4% |