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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 | $154,429 | $138,114+11.8% | $125,391+23.2% | $134,545+14.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.57% | 750.88%-750.3pp | 572.41%-571.8pp | 418.37%-417.8pp |
| Employer contribution / active EE | $7,007 | $5,246+33.6% | $4,816+45.5% | $4,742+47.8% |
| Participant deferral / active EE | $11,737 | $7,801+50.5% | $7,448+57.6% | $6,401+83.3% |
| Admin fee / account holder | $19,767 | $11,570+70.8% | $10,009+97.5% | $11,431+72.9% |