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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 | $138,298 | $202,463-31.7% | $169,397-18.4% | $139,487-0.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.41% | 532.64%-512.2pp | 406.23%-385.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $13,635 | $4,694+190.5% | $4,013+239.8% | $4,755+186.8% |
| Participant deferral / active EE | $13,419 | $6,941+93.3% | $6,223+115.6% | $6,713+99.9% |
| Admin fee / account holder | $1,578 | $10,726-85.3% | $9,017-82.5% | $11,407-86.2% |