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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 | $160,425 | $227,399-29.5% | $189,758-15.5% | $198,609-19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.67% | 61.03%-41.4pp | 52.62%-32.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $11,660 | $5,526+111.0% | $4,767+144.6% | $5,055+130.6% |
| Participant deferral / active EE | $5,175 | $6,837-24.3% | $5,856-11.6% | $6,977-25.8% |
| Admin fee / account holder | $5,557 | $25,162-77.9% | $20,388-72.7% | $19,030-70.8% |