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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 | $155,711 | $176,105-11.6% | $159,474-2.4% | $167,536-7.1% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 10.96% | 331.91%-320.9pp | 263.68%-252.7pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,245 | $7,751-45.2% | $7,353-42.3% | $6,342-33.1% |
| Admin fee / account holder | $11,238 | $12,559-10.5% | $10,802+4.0% | $12,315-8.7% |