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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 | $119,467 | $159,934-25.3% | $147,005-18.7% | $145,959-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $6,433 | $5,287+21.7% | $4,934+30.4% | $4,661+38.0% |
| Participant deferral / active EE | $6,832 | $8,427-18.9% | $8,070-15.3% | $6,689+2.1% |
| Admin fee / account holder | $4,725 | $15,053-68.6% | $13,006-63.7% | $13,398-64.7% |