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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 | $137,360 | $176,105-22.0% | $159,474-13.9% | $167,536-18.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.07% | 331.91%-315.8pp | 263.68%-247.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $11,348 | $5,299+114.1% | $4,831+134.9% | $4,839+134.5% |
| Participant deferral / active EE | $20,849 | $7,751+169.0% | $7,353+183.5% | $6,342+228.7% |
| Admin fee / account holder | $10,703 | $12,559-14.8% | $10,802-0.9% | $12,315-13.1% |