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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 | $160,028-17.4% | $147,080-10.1% | $145,884-9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 98.60%-86.2pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,319 | $5,286-18.3% | $4,933-12.5% | $4,662-7.4% |
| Participant deferral / active EE | $11,785 | $8,422+39.9% | $8,066+46.1% | $6,690+76.2% |
| Admin fee / account holder | $16,110 | $15,030+7.2% | $12,989+24.0% | $13,392+20.3% |