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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 | $146,092 | $175,231-16.6% | $149,696-2.4% | $139,466+4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.11% | 166.77%-151.7pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $8,083 | $5,478+47.6% | $4,821+67.7% | $4,754+70.0% |
| Participant deferral / active EE | $3,387 | $6,521-48.1% | $5,682-40.4% | $6,712-49.5% |
| Admin fee / account holder | $4,676 | $16,155-71.1% | $13,212-64.6% | $11,409-59.0% |