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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 | $143,935 | $148,582-3.1% | $135,942+5.9% | $139,456+3.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.07% | 79.26%-66.2pp | 68.28%-55.2pp | 373.45%-360.4pp |
| Employer contribution / active EE | $10,959 | $5,245+108.9% | $4,858+125.6% | $4,753+130.6% |
| Participant deferral / active EE | $8,064 | $8,101-0.5% | $7,759+3.9% | $6,711+20.1% |
| Admin fee / account holder | $678 | $12,402-94.5% | $10,764-93.7% | $11,407-94.1% |