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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 | $156,727 | $176,077-11.0% | $159,455-1.7% | $167,518-6.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.97% | 331.83%-316.9pp | 263.63%-248.7pp | 478.71%-463.7pp |
| Employer contribution / active EE | $12,746 | $5,298+140.6% | $4,830+163.9% | $4,838+163.4% |
| Participant deferral / active EE | $4,466 | $7,751-42.4% | $7,353-39.3% | $6,342-29.6% |
| Admin fee / account holder | $38,610 | $12,556+207.5% | $10,800+257.5% | $12,312+213.6% |