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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 | $117,692 | $159,934-26.4% | $147,005-19.9% | $145,959-19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $12,185 | $5,287+130.5% | $4,934+146.9% | $4,661+161.4% |
| Participant deferral / active EE | $13,939 | $8,427+65.4% | $8,070+72.7% | $6,689+108.4% |
| Admin fee / account holder | $993 | $15,053-93.4% | $13,006-92.4% | $13,398-92.6% |