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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 | $140,175 | $160,028-12.4% | $147,080-4.7% | $145,884-3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.47% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $5,338 | $5,286+1.0% | $4,933+8.2% | $4,662+14.5% |
| Participant deferral / active EE | $10,905 | $8,422+29.5% | $8,066+35.2% | $6,690+63.0% |
| Admin fee / account holder | $5,201 | $15,030-65.4% | $12,989-60.0% | $13,392-61.2% |