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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 | $136,976 | $159,978-14.4% | $147,041-6.8% | $145,978-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $12,182 | $5,288+130.4% | $4,935+146.9% | $4,662+161.3% |
| Participant deferral / active EE | $11,903 | $8,429+41.2% | $8,071+47.5% | $6,690+77.9% |
| Admin fee / account holder | $5,581 | $15,053-62.9% | $13,006-57.1% | $13,400-58.4% |