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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 | $141,534 | $160,070-11.6% | $147,117-3.8% | $145,897-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $9,001 | $5,285+70.3% | $4,932+82.5% | $4,663+93.0% |
| Participant deferral / active EE | $8,344 | $8,419-0.9% | $8,065+3.5% | $6,689+24.7% |
| Admin fee / account holder | $4,403 | $15,035-70.7% | $12,993-66.1% | $13,390-67.1% |