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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 | $160,040-25.4% | $147,096-18.8% | $145,877-18.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $6,433 | $5,289+21.6% | $4,936+30.3% | $4,663+38.0% |
| Participant deferral / active EE | $6,832 | $8,429-18.9% | $8,071-15.4% | $6,691+2.1% |
| Admin fee / account holder | $4,725 | $15,050-68.6% | $13,005-63.7% | $13,402-64.7% |