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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 | $120,021 | $217,432-44.8% | $185,849-35.4% | $167,536-28.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.22% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $7,669 | $5,875+30.5% | $5,169+48.4% | $4,839+58.5% |
| Participant deferral / active EE | $2,452 | $6,357-61.4% | $5,569-56.0% | $6,342-61.3% |
| Admin fee / account holder | $7,959 | $19,818-59.8% | $16,244-51.0% | $12,315-35.4% |