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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 | $179,113 | $176,120+1.7% | $159,487+12.3% | $167,553+6.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.96% | 331.95%-313.0pp | 263.71%-244.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $1,822 | $5,299-65.6% | $4,831-62.3% | $4,840-62.3% |
| Participant deferral / active EE | $5,584 | $7,752-28.0% | $7,354-24.1% | $6,343-12.0% |
| Admin fee / account holder | $1,701 | $12,561-86.5% | $10,804-84.3% | $12,316-86.2% |