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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 | $188,960 | $217,432-13.1% | $185,851+1.7% | $167,553+12.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.06% | 148.43%-135.4pp | 122.11%-109.1pp | 478.89%-465.8pp |
| Employer contribution / active EE | $1,576 | $5,874-73.2% | $5,168-69.5% | $4,840-67.4% |
| Participant deferral / active EE | $3,384 | $6,357-46.8% | $5,569-39.2% | $6,343-46.7% |
| Admin fee / account holder | $1,648 | $19,820-91.7% | $16,245-89.9% | $12,316-86.6% |