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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 | $152,516 | $217,427-29.9% | $185,837-17.9% | $167,518-9.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.52% | 148.39%-134.9pp | 122.08%-108.6pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,192 | $5,874-45.7% | $5,168-38.2% | $4,838-34.0% |
| Participant deferral / active EE | $10,006 | $6,357+57.4% | $5,568+79.7% | $6,342+57.8% |
| Admin fee / account holder | $757 | $19,816-96.2% | $16,241-95.3% | $12,312-93.9% |