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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 | $142,468 | $209,422-32.0% | $178,503-20.2% | $158,982-10.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.11% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $7,939 | $5,707+39.1% | $5,011+58.4% | $4,763+66.7% |
| Participant deferral / active EE | $6,738 | $5,955+13.2% | $5,202+29.5% | $5,983+12.6% |
| Admin fee / account holder | $1,579 | $17,079-90.8% | $13,987-88.7% | $11,252-86.0% |