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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 | $118,720 | $217,432-45.4% | $185,851-36.1% | $167,553-29.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.42% | 148.43%-130.0pp | 122.11%-103.7pp | 478.89%-460.5pp |
| Employer contribution / active EE | $4,343 | $5,874-26.1% | $5,168-16.0% | $4,840-10.3% |
| Participant deferral / active EE | $6,056 | $6,357-4.7% | $5,569+8.7% | $6,343-4.5% |
| Admin fee / account holder | $9,267 | $19,820-53.2% | $16,245-43.0% | $12,316-24.8% |