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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 | $110,680 | $129,737-14.7% | $119,126-7.1% | $154,746-28.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.90% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $12,874 | $4,375+194.3% | $4,034+219.2% | $4,379+194.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,920 | $11,961+8.0% | $10,693+20.8% | $14,365-10.1% |