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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 | $124,245 | $160,070-22.4% | $147,117-15.5% | $145,897-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.67% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $5,633 | $5,285+6.6% | $4,932+14.2% | $4,663+20.8% |
| Participant deferral / active EE | $4,363 | $8,419-48.2% | $8,065-45.9% | $6,689-34.8% |
| Admin fee / account holder | $1,776 | $15,035-88.2% | $12,993-86.3% | $13,390-86.7% |