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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 | $157,718 | $176,105-10.4% | $159,474-1.1% | $167,536-5.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.28% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $8,822 | $5,299+66.5% | $4,831+82.6% | $4,839+82.3% |
| Participant deferral / active EE | $10,852 | $7,751+40.0% | $7,353+47.6% | $6,342+71.1% |
| Admin fee / account holder | $3,357 | $12,559-73.3% | $10,802-68.9% | $12,315-72.7% |