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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 | $128,935 | $160,070-19.5% | $147,117-12.4% | $145,897-11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $10,076 | $5,285+90.7% | $4,932+104.3% | $4,663+116.1% |
| Participant deferral / active EE | $10,639 | $8,419+26.4% | $8,065+31.9% | $6,689+59.0% |
| Admin fee / account holder | $85,804 | $15,035+470.7% | $12,993+560.4% | $13,390+540.8% |