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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 | $133,218 | $160,070-16.8% | $147,117-9.4% | $145,897-8.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.58% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $7,544 | $5,285+42.7% | $4,932+52.9% | $4,663+61.8% |
| Participant deferral / active EE | $19,116 | $8,419+127.1% | $8,065+137.0% | $6,689+185.8% |
| Admin fee / account holder | $1,542 | $15,035-89.7% | $12,993-88.1% | $13,390-88.5% |