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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 | $185,345 | $227,399-18.5% | $189,758-2.3% | $198,609-6.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.93% | 61.03%-48.1pp | 52.62%-39.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $11,906 | $5,526+115.5% | $4,767+149.8% | $5,055+135.5% |
| Participant deferral / active EE | $9,872 | $6,837+44.4% | $5,856+68.6% | $6,977+41.5% |
| Admin fee / account holder | $12,173 | $25,162-51.6% | $20,388-40.3% | $19,030-36.0% |