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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 | $140,518 | $176,105-20.2% | $159,474-11.9% | $167,536-16.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.35% | 331.91%-307.6pp | 263.68%-239.3pp | 478.82%-454.5pp |
| Employer contribution / active EE | $7,714 | $5,299+45.6% | $4,831+59.7% | $4,839+59.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,823 | $12,559-85.5% | $10,802-83.1% | $12,315-85.2% |