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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 | $126,014 | $160,070-21.3% | $147,117-14.3% | $145,897-13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $10,278 | $5,285+94.5% | $4,932+108.4% | $4,663+120.4% |
| Participant deferral / active EE | $7,134 | $8,419-15.3% | $8,065-11.5% | $6,689+6.6% |
| Admin fee / account holder | $1,671 | $15,035-88.9% | $12,993-87.1% | $13,390-87.5% |