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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 | $124,075 | $132,634-6.5% | $115,768+7.2% | $137,256-9.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 80.20% | 160.70%-80.5pp | 100.46%-20.3pp | 220.34%-140.1pp |
| Employer contribution / active EE | $13,946 | $3,360+315.1% | $2,940+374.4% | $4,156+235.6% |
| Participant deferral / active EE | $4,080 | $5,619-27.4% | $4,917-17.0% | $6,407-36.3% |
| Admin fee / account holder | $977 | $15,028-93.5% | $12,439-92.1% | $12,270-92.0% |