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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 | $166,131-12.9% | $164,975-12.3% | $145,877-0.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.83% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,652 | $5,276+26.1% | $4,343+53.2% | $4,663+42.7% |
| Participant deferral / active EE | $6,465 | $6,962-7.1% | $6,033+7.2% | $6,691-3.4% |
| Admin fee / account holder | $21,306 | $16,648+28.0% | $12,688+67.9% | $13,402+59.0% |