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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 | $187,313 | $217,432-13.9% | $185,851+0.8% | $167,553+11.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.83% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $5,492 | $5,874-6.5% | $5,168+6.3% | $4,840+13.5% |
| Participant deferral / active EE | $12,620 | $6,357+98.5% | $5,569+126.6% | $6,343+99.0% |
| Admin fee / account holder | $2,411 | $19,820-87.8% | $16,245-85.2% | $12,316-80.4% |