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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 | $138,438 | $227,399-39.1% | $189,758-27.0% | $198,609-30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.09% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $5,144 | $5,526-6.9% | $4,767+7.9% | $5,055+1.8% |
| Participant deferral / active EE | $15,500 | $6,837+126.7% | $5,856+164.7% | $6,977+122.2% |
| Admin fee / account holder | $1,191,953 | $25,162+4637.0% | $20,388+5746.4% | $19,030+6163.4% |