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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 | $125,282 | $160,028-21.7% | $147,080-14.8% | $145,884-14.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.63% | 98.60%-88.0pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $5,400 | $5,286+2.2% | $4,933+9.5% | $4,662+15.8% |
| Participant deferral / active EE | $16,028 | $8,422+90.3% | $8,066+98.7% | $6,690+139.6% |
| Admin fee / account holder | $1,076 | $15,030-92.8% | $12,989-91.7% | $13,392-92.0% |