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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 | $150,805 | $176,105-14.4% | $159,474-5.4% | $167,536-10.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.06% | 331.91%-318.8pp | 263.68%-250.6pp | 478.82%-465.8pp |
| Employer contribution / active EE | $12,797 | $5,299+141.5% | $4,831+164.9% | $4,839+164.4% |
| Participant deferral / active EE | $7,083 | $7,751-8.6% | $7,353-3.7% | $6,342+11.7% |
| Admin fee / account holder | $1,178 | $12,559-90.6% | $10,802-89.1% | $12,315-90.4% |