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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 | $160,012 | $105,200+52.1% | $159,474+0.3% | $85,847+86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.57% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $3,537 | $3,319+6.6% | $4,831-26.8% | $2,565+37.9% |
| Participant deferral / active EE | $8,480 | $5,946+42.6% | $7,353+15.3% | $3,952+114.6% |
| Admin fee / account holder | $6,872 | $6,934-0.9% | $10,802-36.4% | $6,261+9.8% |