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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 | $150,020 | $176,105-14.8% | $159,474-5.9% | $167,536-10.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.48% | 331.91%-317.4pp | 263.68%-249.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $3,055 | $5,299-42.4% | $4,831-36.8% | $4,839-36.9% |
| Participant deferral / active EE | $11,961 | $7,751+54.3% | $7,353+62.7% | $6,342+88.6% |
| Admin fee / account holder | $841 | $12,559-93.3% | $10,802-92.2% | $12,315-93.2% |