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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 | $119,040 | $160,070-25.6% | $147,117-19.1% | $145,897-18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $14,781 | $5,285+179.7% | $4,932+199.7% | $4,663+217.0% |
| Participant deferral / active EE | $15,133 | $8,419+79.7% | $8,065+87.7% | $6,689+126.2% |
| Admin fee / account holder | $4,665 | $15,035-69.0% | $12,993-64.1% | $13,390-65.2% |