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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 | $169,989 | $176,105-3.5% | $159,474+6.6% | $167,536+1.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.92% | 331.91%-316.0pp | 263.68%-247.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,444 | $5,299-72.7% | $4,831-70.1% | $4,839-70.2% |
| Participant deferral / active EE | $11,832 | $7,751+52.6% | $7,353+60.9% | $6,342+86.6% |
| Admin fee / account holder | $9,641 | $12,559-23.2% | $10,802-10.8% | $12,315-21.7% |