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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 | $126,757 | $160,070-20.8% | $147,117-13.8% | $145,897-13.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $5,507 | $5,285+4.2% | $4,932+11.6% | $4,663+18.1% |
| Participant deferral / active EE | $21,793 | $8,419+158.8% | $8,065+170.2% | $6,689+225.8% |
| Admin fee / account holder | $1,103 | $15,035-92.7% | $12,993-91.5% | $13,390-91.8% |