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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 | $156,021 | $217,432-28.2% | $185,851-16.1% | $167,553-6.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.02% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $1,927 | $5,874-67.2% | $5,168-62.7% | $4,840-60.2% |
| Participant deferral / active EE | $5,423 | $6,357-14.7% | $5,569-2.6% | $6,343-14.5% |
| Admin fee / account holder | $2,946 | $19,820-85.1% | $16,245-81.9% | $12,316-76.1% |