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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 | $150,547 | $176,105-14.5% | $159,474-5.6% | $167,536-10.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.32% | 331.91%-321.6pp | 263.68%-253.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $3,691 | $5,299-30.4% | $4,831-23.6% | $4,839-23.7% |
| Participant deferral / active EE | $17,333 | $7,751+123.6% | $7,353+135.7% | $6,342+173.3% |
| Admin fee / account holder | $3,463 | $12,559-72.4% | $10,802-67.9% | $12,315-71.9% |