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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 | $132,298 | $148,629-11.0% | $135,982-2.7% | $139,487-5.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.72% | 79.33%-58.6pp | 68.32%-47.6pp | 373.84%-353.1pp |
| Employer contribution / active EE | $16,033 | $5,247+205.6% | $4,859+230.0% | $4,755+237.2% |
| Participant deferral / active EE | $17,436 | $8,102+115.2% | $7,760+124.7% | $6,713+159.7% |
| Admin fee / account holder | $113,511 | $12,406+814.9% | $10,767+954.2% | $11,407+895.1% |