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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 | $145,913 | $160,040-8.8% | $147,096-0.8% | $145,8770% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.05% | 98.49%-78.4pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,604 | $5,289-69.7% | $4,936-67.5% | $4,663-65.6% |
| Participant deferral / active EE | $11,579 | $8,429+37.4% | $8,071+43.5% | $6,691+73.1% |
| Admin fee / account holder | $123,472 | $15,050+720.4% | $13,005+849.4% | $13,402+821.3% |