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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 | $129,348 | $176,120-26.6% | $159,487-18.9% | $167,553-22.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.27% | 331.95%-319.7pp | 263.71%-251.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $14,913 | $5,299+181.4% | $4,831+208.7% | $4,840+208.1% |
| Participant deferral / active EE | $15,090 | $7,752+94.7% | $7,354+105.2% | $6,343+137.9% |
| Admin fee / account holder | $864 | $12,561-93.1% | $10,804-92.0% | $12,316-93.0% |