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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 | $140,572 | $160,028-12.2% | $147,080-4.4% | $145,884-3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.60%-87.6pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $11,012 | $5,286+108.3% | $4,933+123.2% | $4,662+136.2% |
| Participant deferral / active EE | $7,454 | $8,422-11.5% | $8,066-7.6% | $6,690+11.4% |
| Admin fee / account holder | $1,907 | $15,030-87.3% | $12,989-85.3% | $13,392-85.8% |