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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 | $160,340 | $154,754+3.6% | $124,206+29.1% | $138,895+15.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 12.79% | 709.28%-696.5pp | 515.27%-502.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,688 | $4,446-17.1% | $3,540+4.2% | $4,194-12.1% |
| Participant deferral / active EE | $5,095 | $4,621+10.3% | $3,968+28.4% | $6,396-20.3% |
| Admin fee / account holder | $2,560 | $6,690-61.7% | $5,929-56.8% | $12,562-79.6% |