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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 | $157,081 | $176,077-10.8% | $159,455-1.5% | $167,518-6.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.51% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $3,021 | $5,298-43.0% | $4,830-37.5% | $4,838-37.6% |
| Participant deferral / active EE | $13,408 | $7,751+73.0% | $7,353+82.3% | $6,342+111.4% |
| Admin fee / account holder | $13,192 | $12,556+5.1% | $10,800+22.1% | $12,312+7.1% |