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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 | $159,076 | $217,427-26.8% | $185,837-14.4% | $167,518-5.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.61% | 148.39%-132.8pp | 122.08%-106.5pp | 478.71%-463.1pp |
| Employer contribution / active EE | $1,659 | $5,874-71.8% | $5,168-67.9% | $4,838-65.7% |
| Participant deferral / active EE | $12,004 | $6,357+88.8% | $5,568+115.6% | $6,342+89.3% |
| Admin fee / account holder | $1,399 | $19,816-92.9% | $16,241-91.4% | $12,312-88.6% |