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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 | $143,963 | $166,242-13.4% | $165,071-12.8% | $145,884-1.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.28% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,235 | $5,283-38.8% | $4,347-25.6% | $4,662-30.6% |
| Participant deferral / active EE | $12,932 | $6,964+85.7% | $6,035+114.3% | $6,690+93.3% |
| Admin fee / account holder | $616 | $16,658-96.3% | $12,695-95.1% | $13,392-95.4% |