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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 | $135,301 | $160,040-15.5% | $147,096-8.0% | $145,877-7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $9,014 | $5,289+70.4% | $4,936+82.6% | $4,663+93.3% |
| Participant deferral / active EE | $23,375 | $8,429+177.3% | $8,071+189.6% | $6,691+249.4% |
| Admin fee / account holder | $1,613 | $15,050-89.3% | $13,005-87.6% | $13,402-88.0% |