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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 | $185,874 | $289,211-35.7% | $260,467-28.6% | $198,609-6.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 13.95% | 112.90%-98.9pp | 100.60%-86.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $4,856 | $4,663+4.1% | $4,239+14.6% | $5,055-3.9% |
| Participant deferral / active EE | $13,092 | $6,812+92.2% | $6,319+107.2% | $6,977+87.6% |
| Admin fee / account holder | $15,190 | $16,236-6.4% | $15,461-1.8% | $19,030-20.2% |