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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 | $182,304 | $227,291-19.8% | $214,702-15.1% | $155,188+17.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.46% | 60.08%-43.6pp | 54.55%-38.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $6,250 | $6,772-7.7% | $6,461-3.3% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,639 | $20,413-72.4% | $19,830-71.6% | $14,480-61.1% |