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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 | $167,904 | $196,972-14.8% | $182,262-7.9% | $198,609-15.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.48% | 158.27%-152.8pp | 140.60%-135.1pp | 202.70%-197.2pp |
| Employer contribution / active EE | $23,969 | $5,364+346.9% | $5,046+375.0% | $5,055+374.1% |
| Participant deferral / active EE | $45,873 | $8,643+430.8% | $8,276+454.3% | $6,977+557.5% |
| Admin fee / account holder | $288,533 | $18,429+1465.7% | $16,712+1626.5% | $19,030+1416.2% |