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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 | $139,911 | $176,105-20.6% | $159,474-12.3% | $167,536-16.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.10% | 331.91%-321.8pp | 263.68%-253.6pp | 478.82%-468.7pp |
| Employer contribution / active EE | $3,188 | $5,299-39.8% | $4,831-34.0% | $4,839-34.1% |
| Participant deferral / active EE | $12,446 | $7,751+60.6% | $7,353+69.3% | $6,342+96.2% |
| Admin fee / account holder | $1,881 | $12,559-85.0% | $10,802-82.6% | $12,315-84.7% |