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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 | $73,030 | $217,432-66.4% | $185,849-60.7% | $167,536-56.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.17% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $5,483 | $5,875-6.7% | $5,169+6.1% | $4,839+13.3% |
| Participant deferral / active EE | $6,321 | $6,357-0.6% | $5,569+13.5% | $6,342-0.3% |
| Admin fee / account holder | $1,027 | $19,818-94.8% | $16,244-93.7% | $12,315-91.7% |