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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 | $133,965 | $166,268-19.4% | $165,100-18.9% | $145,897-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.87% | 100.52%-89.7pp | 70.21%-59.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $6,126 | $5,284+15.9% | $4,348+40.9% | $4,663+31.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,395 | $16,659+4.4% | $12,696+37.0% | $13,390+29.9% |