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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 | $114,111 | $209,422-45.5% | $178,503-36.1% | $158,982-28.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.23% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $6,314 | $5,707+10.6% | $5,011+26.0% | $4,763+32.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,921 | $17,079-6.8% | $13,987+13.8% | $11,252+41.5% |