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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 | $110,989 | $217,432-49.0% | $185,849-40.3% | $167,536-33.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.51% | 148.42%-138.9pp | 122.10%-112.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $5,278 | $5,875-10.2% | $5,169+2.1% | $4,839+9.1% |
| Participant deferral / active EE | $4,122 | $6,357-35.2% | $5,569-26.0% | $6,342-35.0% |
| Admin fee / account holder | $1,609 | $19,818-91.9% | $16,244-90.1% | $12,315-86.9% |