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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 | $123,883 | $155,555-20.4% | $146,866-15.6% | $155,188-20.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 36.62% | 115.41%-78.8pp | 102.85%-66.2pp | 148.84%-112.2pp |
| Employer contribution / active EE | $3,470 | $4,647-25.3% | $4,425-21.6% | $4,248-18.3% |
| Participant deferral / active EE | $16,162 | $8,044+100.9% | $7,759+108.3% | $6,531+147.5% |
| Admin fee / account holder | $5,790 | $14,755-60.8% | $13,620-57.5% | $14,480-60.0% |