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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 | $187,529 | $208,088-9.9% | $186,193+0.7% | $154,746+21.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.28% | 89.97%-74.7pp | 78.03%-62.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $9,530 | $4,340+119.6% | $3,918+143.2% | $4,379+117.6% |
| Participant deferral / active EE | $10,973 | $7,078+55.0% | $6,513+68.5% | $6,730+63.0% |
| Admin fee / account holder | $2,098 | $11,698-82.1% | $11,058-81.0% | $14,365-85.4% |