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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 | $137,699 | $166,268-17.2% | $165,100-16.6% | $145,897-5.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $29,848 | $5,284+464.9% | $4,348+586.5% | $4,663+540.1% |
| Participant deferral / active EE | $15,973 | $6,964+129.4% | $6,035+164.7% | $6,689+138.8% |
| Admin fee / account holder | $16,979 | $16,659+1.9% | $12,696+33.7% | $13,390+26.8% |