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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 | $144,644 | $166,020-12.9% | $164,866-12.3% | $145,959-0.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.83% | 100.08%-87.3pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,652 | $5,275+26.1% | $4,343+53.2% | $4,661+42.7% |
| Participant deferral / active EE | $6,465 | $6,961-7.1% | $6,033+7.2% | $6,689-3.3% |
| Admin fee / account holder | $21,306 | $16,644+28.0% | $12,689+67.9% | $13,398+59.0% |