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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 | $165,200 | $176,077-6.2% | $159,455+3.6% | $167,518-1.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.40% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $2,692 | $5,298-49.2% | $4,830-44.3% | $4,838-44.4% |
| Participant deferral / active EE | $7,716 | $7,751-0.5% | $7,353+4.9% | $6,342+21.7% |
| Admin fee / account holder | $858 | $12,556-93.2% | $10,800-92.1% | $12,312-93.0% |