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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 | $132,230 | $159,978-17.3% | $147,041-10.1% | $145,978-9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 98.36%-85.9pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $4,319 | $5,288-18.3% | $4,935-12.5% | $4,662-7.4% |
| Participant deferral / active EE | $11,785 | $8,429+39.8% | $8,071+46.0% | $6,690+76.2% |
| Admin fee / account holder | $16,110 | $15,053+7.0% | $13,006+23.9% | $13,400+20.2% |