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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 | $138,386 | $217,427-36.4% | $185,837-25.5% | $167,518-17.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.32% | 148.39%-137.1pp | 122.08%-110.8pp | 478.71%-467.4pp |
| Employer contribution / active EE | $15,939 | $5,874+171.3% | $5,168+208.4% | $4,838+229.4% |
| Participant deferral / active EE | $6,633 | $6,357+4.3% | $5,568+19.1% | $6,342+4.6% |
| Admin fee / account holder | $3,244 | $19,816-83.6% | $16,241-80.0% | $12,312-73.7% |