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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 | $146,029 | $176,105-17.1% | $159,474-8.4% | $167,536-12.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.59% | 331.91%-320.3pp | 263.68%-252.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $2,717 | $5,299-48.7% | $4,831-43.8% | $4,839-43.9% |
| Participant deferral / active EE | $2,713 | $7,751-65.0% | $7,353-63.1% | $6,342-57.2% |
| Admin fee / account holder | $17,323 | $12,559+37.9% | $10,802+60.4% | $12,315+40.7% |