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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 | $170,369 | $176,105-3.3% | $159,474+6.8% | $167,536+1.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.62% | 331.91%-314.3pp | 263.68%-246.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,646 | $5,299-50.1% | $4,831-45.2% | $4,839-45.3% |
| Participant deferral / active EE | $5,102 | $7,751-34.2% | $7,353-30.6% | $6,342-19.6% |
| Admin fee / account holder | $1,413 | $12,559-88.7% | $10,802-86.9% | $12,315-88.5% |