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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 | $175,037 | $176,120-0.6% | $159,487+9.7% | $167,553+4.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.21% | 331.95%-321.7pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $1,820 | $5,299-65.7% | $4,831-62.3% | $4,840-62.4% |
| Participant deferral / active EE | $3,290 | $7,752-57.6% | $7,354-55.3% | $6,343-48.1% |
| Admin fee / account holder | $2,082 | $12,561-83.4% | $10,804-80.7% | $12,316-83.1% |