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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 | $150,026 | $176,105-14.8% | $159,474-5.9% | $167,536-10.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.34% | 331.91%-320.6pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $4,089 | $5,299-22.8% | $4,831-15.3% | $4,839-15.5% |
| Participant deferral / active EE | $5,800 | $7,751-25.2% | $7,353-21.1% | $6,342-8.5% |
| Admin fee / account holder | $2,111 | $12,559-83.2% | $10,802-80.5% | $12,315-82.9% |