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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 | $153,512 | $217,432-29.4% | $185,851-17.4% | $167,553-8.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.43% | 148.43%-137.0pp | 122.11%-110.7pp | 478.89%-467.5pp |
| Employer contribution / active EE | $5,041 | $5,874-14.2% | $5,168-2.5% | $4,840+4.2% |
| Participant deferral / active EE | $11,218 | $6,357+76.5% | $5,569+101.5% | $6,343+76.9% |
| Admin fee / account holder | $11,634 | $19,820-41.3% | $16,245-28.4% | $12,316-5.5% |