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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 | $160,040-11.6% | $147,096-3.8% | $145,877-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $9,001 | $5,289+70.2% | $4,936+82.4% | $4,663+93.0% |
| Participant deferral / active EE | $8,344 | $8,429-1.0% | $8,071+3.4% | $6,691+24.7% |
| Admin fee / account holder | $4,403 | $15,050-70.7% | $13,005-66.1% | $13,402-67.1% |