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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 | $156,776 | $176,105-11.0% | $159,474-1.7% | $167,536-6.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.18% | 331.91%-321.7pp | 263.68%-253.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $5,922 | $5,299+11.8% | $4,831+22.6% | $4,839+22.4% |
| Participant deferral / active EE | $8,286 | $7,751+6.9% | $7,353+12.7% | $6,342+30.6% |
| Admin fee / account holder | $15,749 | $12,559+25.4% | $10,802+45.8% | $12,315+27.9% |