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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 | $160,028-11.7% | $147,080-3.9% | $145,884-3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $8,000 | $5,286+51.4% | $4,933+62.2% | $4,662+71.6% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $96,022 | $15,030+538.9% | $12,989+639.3% | $13,392+617.0% |