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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 | $160,028-17.1% | $147,080-9.8% | $145,884-9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $6,568 | $5,286+24.3% | $4,933+33.1% | $4,662+40.9% |
| Participant deferral / active EE | $17,410 | $8,422+106.7% | $8,066+115.8% | $6,690+160.3% |
| Admin fee / account holder | $31,486 | $15,030+109.5% | $12,989+142.4% | $13,392+135.1% |