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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 | $92,010 | $175,259-47.5% | $149,723-38.5% | $139,487-34.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.14% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $5,788 | $5,478+5.7% | $4,821+20.0% | $4,755+21.7% |
| Participant deferral / active EE | $6,129 | $6,522-6.0% | $5,682+7.9% | $6,713-8.7% |
| Admin fee / account holder | $44,847 | $16,158+177.6% | $13,215+239.4% | $11,407+293.1% |