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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 | $139,701 | $159,978-12.7% | $147,041-5.0% | $145,978-4.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 98.36%-87.1pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $12,974 | $5,288+145.3% | $4,935+162.9% | $4,662+178.3% |
| Participant deferral / active EE | $3,993 | $8,429-52.6% | $8,071-50.5% | $6,690-40.3% |
| Admin fee / account holder | $1,261 | $15,053-91.6% | $13,006-90.3% | $13,400-90.6% |