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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 | $141,372 | $160,059-11.7% | $140,019+1.0% | $135,380+4.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.97% | 911.48%-905.5pp | 651.17%-645.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $5,556 | $6,420-13.5% | $5,605-0.9% | $4,779+16.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,002 | $13,328-10.0% | $10,705+12.1% | $10,828+10.8% |