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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 | $150,558 | $176,120-14.5% | $159,487-5.6% | $167,553-10.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.07% | 331.95%-319.9pp | 263.71%-251.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $6,087 | $5,299+14.9% | $4,831+26.0% | $4,840+25.8% |
| Participant deferral / active EE | $12,906 | $7,752+66.5% | $7,354+75.5% | $6,343+103.5% |
| Admin fee / account holder | $1,783 | $12,561-85.8% | $10,804-83.5% | $12,316-85.5% |