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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 | $150,970 | $162,136-6.9% | $152,301-0.9% | $154,746-2.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.81% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $5,954 | $4,890+21.8% | $4,624+28.8% | $4,379+36.0% |
| Participant deferral / active EE | $5,161 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $12,966 | $15,759-17.7% | $14,398-9.9% | $14,365-9.7% |