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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 | $147,654 | $176,077-16.1% | $159,455-7.4% | $167,518-11.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.97% | 331.83%-318.9pp | 263.63%-250.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $10,799 | $5,298+103.8% | $4,830+123.6% | $4,838+123.2% |
| Participant deferral / active EE | $6,634 | $7,751-14.4% | $7,353-9.8% | $6,342+4.6% |
| Admin fee / account holder | $9,250 | $12,556-26.3% | $10,800-14.4% | $12,312-24.9% |