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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 | $159,410 | $159,934-0.3% | $147,005+8.4% | $145,959+9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.02% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $12,275 | $5,287+132.2% | $4,934+148.8% | $4,661+163.4% |
| Participant deferral / active EE | $4,964 | $8,427-41.1% | $8,070-38.5% | $6,689-25.8% |
| Admin fee / account holder | $24,482 | $15,053+62.6% | $13,006+88.2% | $13,398+82.7% |