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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 | $171,994 | $176,105-2.3% | $159,474+7.9% | $167,536+2.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.92% | 331.91%-312.0pp | 263.68%-243.8pp | 478.82%-458.9pp |
| Employer contribution / active EE | $6,755 | $5,299+27.5% | $4,831+39.8% | $4,839+39.6% |
| Participant deferral / active EE | $12,613 | $7,751+62.7% | $7,353+71.5% | $6,342+98.9% |
| Admin fee / account holder | $7,110 | $12,559-43.4% | $10,802-34.2% | $12,315-42.3% |