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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 | $110,457 | $175,231-37.0% | $149,696-26.2% | $139,466-20.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.90% | 166.77%-153.9pp | 134.46%-121.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $8,950 | $5,478+63.4% | $4,821+85.7% | $4,754+88.3% |
| Participant deferral / active EE | $8,136 | $6,521+24.8% | $5,682+43.2% | $6,712+21.2% |
| Admin fee / account holder | $2,873 | $16,155-82.2% | $13,212-78.3% | $11,409-74.8% |