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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 | $160,292 | $190,879-16.0% | $160,009+0.2% | $134,532+19.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.51% | 552.63%-551.1pp | 408.85%-407.3pp | 418.27%-416.8pp |
| Employer contribution / active EE | $12,498 | $4,995+150.2% | $4,225+195.8% | $4,741+163.6% |
| Participant deferral / active EE | $11,733 | $6,924+69.4% | $6,183+89.8% | $6,401+83.3% |
| Admin fee / account holder | $5,312 | $10,495-49.4% | $8,715-39.0% | $11,429-53.5% |