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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 | $144,708 | $196,972-26.5% | $182,262-20.6% | $198,609-27.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.64% | 158.27%-142.6pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,588 | $5,364-51.8% | $5,046-48.7% | $5,055-48.8% |
| Participant deferral / active EE | $11,718 | $8,643+35.6% | $8,276+41.6% | $6,977+68.0% |
| Admin fee / account holder | $1,750 | $18,429-90.5% | $16,712-89.5% | $19,030-90.8% |