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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 | $135,576 | $129,737+4.5% | $119,126+13.8% | $154,746-12.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.27% | 379.08%-368.8pp | 282.11%-271.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $6,821 | $4,375+55.9% | $4,034+69.1% | $4,379+55.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,681 | $11,961+72.9% | $10,693+93.4% | $14,365+44.0% |