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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 | $172,306 | $196,972-12.5% | $182,262-5.5% | $198,609-13.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.82% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $11,823 | $5,364+120.4% | $5,046+134.3% | $5,055+133.9% |
| Participant deferral / active EE | $13,896 | $8,643+60.8% | $8,276+67.9% | $6,977+99.2% |
| Admin fee / account holder | $1,851 | $18,429-90.0% | $16,712-88.9% | $19,030-90.3% |