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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 | $142,678 | $159,978-10.8% | $147,041-3.0% | $145,978-2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 98.36%-80.9pp | 419.21%-401.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $7,220 | $5,288+36.5% | $4,935+46.3% | $4,662+54.9% |
| Participant deferral / active EE | $25,349 | $8,429+200.7% | $8,071+214.1% | $6,690+278.9% |
| Admin fee / account holder | $54,998 | $15,053+265.4% | $13,006+322.9% | $13,400+310.4% |