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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 | $141,308 | $159,934-11.6% | $147,005-3.9% | $145,959-3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $8,000 | $5,287+51.3% | $4,934+62.1% | $4,661+71.6% |
| Participant deferral / active EE | $23,000 | $8,427+172.9% | $8,070+185.0% | $6,689+243.9% |
| Admin fee / account holder | $96,022 | $15,053+537.9% | $13,006+638.3% | $13,398+616.7% |