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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 | $159,934-20.7% | $147,005-13.8% | $145,959-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $5,507 | $5,287+4.1% | $4,934+11.6% | $4,661+18.1% |
| Participant deferral / active EE | $21,793 | $8,427+158.6% | $8,070+170.1% | $6,689+225.8% |
| Admin fee / account holder | $1,103 | $15,053-92.7% | $13,006-91.5% | $13,398-91.8% |