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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 | $136,413 | $160,040-14.8% | $147,096-7.3% | $145,877-6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $5,543 | $5,289+4.8% | $4,936+12.3% | $4,663+18.9% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $17,411 | $15,050+15.7% | $13,005+33.9% | $13,402+29.9% |