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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 | $125,708 | $217,432-42.2% | $185,851-32.4% | $167,553-25.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.97% | 148.43%-129.5pp | 122.11%-103.1pp | 478.89%-459.9pp |
| Employer contribution / active EE | $6,000 | $5,874+2.1% | $5,168+16.1% | $4,840+24.0% |
| Participant deferral / active EE | $6,105 | $6,357-4.0% | $5,569+9.6% | $6,343-3.7% |
| Admin fee / account holder | $1,030 | $19,820-94.8% | $16,245-93.7% | $12,316-91.6% |