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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 | $147,695 | $176,120-16.1% | $159,487-7.4% | $167,553-11.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.11% | 331.95%-316.8pp | 263.71%-248.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $12,198 | $5,299+130.2% | $4,831+152.5% | $4,840+152.0% |
| Participant deferral / active EE | $10,706 | $7,752+38.1% | $7,354+45.6% | $6,343+68.8% |
| Admin fee / account holder | $5,978 | $12,561-52.4% | $10,804-44.7% | $12,316-51.5% |