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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 | $140,592 | $176,120-20.2% | $159,487-11.8% | $167,553-16.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.71% | 331.95%-307.2pp | 263.71%-239.0pp | 478.89%-454.2pp |
| Employer contribution / active EE | $6,832 | $5,299+28.9% | $4,831+41.4% | $4,840+41.2% |
| Participant deferral / active EE | $5,277 | $7,752-31.9% | $7,354-28.2% | $6,343-16.8% |
| Admin fee / account holder | $1,889 | $12,561-85.0% | $10,804-82.5% | $12,316-84.7% |