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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 | $147,719 | $227,399-35.0% | $189,758-22.2% | $198,609-25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.32% | 61.03%-53.7pp | 52.62%-45.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,879 | $5,526-66.0% | $4,767-60.6% | $5,055-62.8% |
| Participant deferral / active EE | $5,358 | $6,837-21.6% | $5,856-8.5% | $6,977-23.2% |
| Admin fee / account holder | $17,812 | $25,162-29.2% | $20,388-12.6% | $19,030-6.4% |