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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 | $170,040 | $227,399-25.2% | $189,758-10.4% | $198,609-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.37% | 61.03%-37.7pp | 52.62%-29.3pp | 202.70%-179.3pp |
| Employer contribution / active EE | $13,052 | $5,526+136.2% | $4,767+173.8% | $5,055+158.2% |
| Participant deferral / active EE | $8,058 | $6,837+17.9% | $5,856+37.6% | $6,977+15.5% |
| Admin fee / account holder | $3,267 | $25,162-87.0% | $20,388-84.0% | $19,030-82.8% |