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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 | $150,584 | $176,105-14.5% | $159,474-5.6% | $167,536-10.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.54% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,994 | $5,299-43.5% | $4,831-38.0% | $4,839-38.1% |
| Participant deferral / active EE | $7,219 | $7,751-6.9% | $7,353-1.8% | $6,342+13.8% |
| Admin fee / account holder | $7,009 | $12,559-44.2% | $10,802-35.1% | $12,315-43.1% |