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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 | $139,477 | $176,071-20.8% | $159,450-12.5% | $167,497-16.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 324.01% | 331.79%-7.8pp | 263.60%+60.4pp | 478.62%-154.6pp |
| Employer contribution / active EE | $6,294 | $5,298+18.8% | $4,830+30.3% | $4,838+30.1% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,821 | $12,555-85.5% | $10,800-83.1% | $12,310-85.2% |