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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 | $136,943 | $159,934-14.4% | $147,005-6.8% | $145,959-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,296 | $5,287+19.1% | $4,934+27.6% | $4,661+35.1% |
| Participant deferral / active EE | $5,498 | $8,427-34.8% | $8,070-31.9% | $6,689-17.8% |
| Admin fee / account holder | $4,065 | $15,053-73.0% | $13,006-68.7% | $13,398-69.7% |