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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 | $188,712 | $160,070+17.9% | $147,117+28.3% | $145,897+29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $11,500 | $5,285+117.6% | $4,932+133.1% | $4,663+146.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,907 | $15,035-87.3% | $12,993-85.3% | $13,390-85.8% |