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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 | $150,200 | $176,077-14.7% | $159,455-5.8% | $167,518-10.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.29% | 331.83%-317.5pp | 263.63%-249.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $4,743 | $5,298-10.5% | $4,830-1.8% | $4,838-2.0% |
| Participant deferral / active EE | $9,877 | $7,751+27.4% | $7,353+34.3% | $6,342+55.7% |
| Admin fee / account holder | $6,333 | $12,556-49.6% | $10,800-41.4% | $12,312-48.6% |