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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 | $190,829 | $176,105+8.4% | $159,474+19.7% | $167,536+13.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.33% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $3,065 | $5,299-42.2% | $4,831-36.6% | $4,839-36.7% |
| Participant deferral / active EE | $5,666 | $7,751-26.9% | $7,353-22.9% | $6,342-10.7% |
| Admin fee / account holder | $1,453 | $12,559-88.4% | $10,802-86.5% | $12,315-88.2% |