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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 | $130,267 | $112,121+16.2% | $95,960+35.8% | $158,966-18.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.28% | 171.16%-164.9pp | 91.63%-85.4pp | 302.95%-296.7pp |
| Employer contribution / active EE | $5,657 | $3,199+76.8% | $2,541+122.6% | $4,762+18.8% |
| Participant deferral / active EE | $8,448 | $4,784+76.6% | $4,167+102.7% | $5,983+41.2% |
| Admin fee / account holder | $1,538 | $10,135-84.8% | $6,797-77.4% | $11,250-86.3% |