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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 | $162,786 | $217,432-25.1% | $185,851-12.4% | $167,553-2.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.84% | 148.43%-132.6pp | 122.11%-106.3pp | 478.89%-463.1pp |
| Employer contribution / active EE | $4,188 | $5,874-28.7% | $5,168-19.0% | $4,840-13.5% |
| Participant deferral / active EE | $5,352 | $6,357-15.8% | $5,569-3.9% | $6,343-15.6% |
| Admin fee / account holder | $2,289 | $19,820-88.5% | $16,245-85.9% | $12,316-81.4% |