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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 | $155,599 | $154,754+0.5% | $124,206+25.3% | $138,895+12.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.26% | 709.28%-693.0pp | 515.27%-499.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $4,925 | $4,446+10.8% | $3,540+39.1% | $4,194+17.4% |
| Participant deferral / active EE | $4,925 | $4,621+6.6% | $3,968+24.1% | $6,396-23.0% |
| Admin fee / account holder | $1,918 | $6,690-71.3% | $5,929-67.7% | $12,562-84.7% |