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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 | $129,829 | $160,070-18.9% | $147,117-11.8% | $145,897-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $5,105 | $5,285-3.4% | $4,932+3.5% | $4,663+9.5% |
| Participant deferral / active EE | $10,019 | $8,419+19.0% | $8,065+24.2% | $6,689+49.8% |
| Admin fee / account holder | $4,739 | $15,035-68.5% | $12,993-63.5% | $13,390-64.6% |