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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 | $130,290 | $160,040-18.6% | $147,096-11.4% | $145,877-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $9,318 | $5,289+76.2% | $4,936+88.8% | $4,663+99.8% |
| Participant deferral / active EE | $27,813 | $8,429+230.0% | $8,071+244.6% | $6,691+315.7% |
| Admin fee / account holder | $11,670 | $15,050-22.5% | $13,005-10.3% | $13,402-12.9% |