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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 | $147,234 | $176,105-16.4% | $159,474-7.7% | $167,536-12.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 331.91%-319.4pp | 263.68%-251.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $7,553 | $5,299+42.5% | $4,831+56.3% | $4,839+56.1% |
| Participant deferral / active EE | $18,918 | $7,751+144.1% | $7,353+157.3% | $6,342+198.3% |
| Admin fee / account holder | $3,099 | $12,559-75.3% | $10,802-71.3% | $12,315-74.8% |