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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 | $146,217 | $176,120-17.0% | $159,487-8.3% | $167,553-12.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.94% | 331.95%-311.0pp | 263.71%-242.8pp | 478.89%-458.0pp |
| Employer contribution / active EE | $4,753 | $5,299-10.3% | $4,831-1.6% | $4,840-1.8% |
| Participant deferral / active EE | $4,950 | $7,752-36.1% | $7,354-32.7% | $6,343-22.0% |
| Admin fee / account holder | $1,427 | $12,561-88.6% | $10,804-86.8% | $12,316-88.4% |