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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 | $132,624 | $159,978-17.1% | $147,041-9.8% | $145,978-9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $6,568 | $5,288+24.2% | $4,935+33.1% | $4,662+40.9% |
| Participant deferral / active EE | $17,410 | $8,429+106.6% | $8,071+115.7% | $6,690+160.3% |
| Admin fee / account holder | $31,486 | $15,053+109.2% | $13,006+142.1% | $13,400+135.0% |