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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 | $139,403 | $159,934-12.8% | $147,005-5.2% | $145,959-4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $6,284 | $5,287+18.9% | $4,934+27.4% | $4,661+34.8% |
| Participant deferral / active EE | $7,625 | $8,427-9.5% | $8,070-5.5% | $6,689+14.0% |
| Admin fee / account holder | $375 | $15,053-97.5% | $13,006-97.1% | $13,398-97.2% |