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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 | $101,624 | $209,422-51.5% | $178,503-43.1% | $158,982-36.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 235.18% | 188.81%+46.4pp | 151.12%+84.1pp | 302.99%-67.8pp |
| Employer contribution / active EE | $4,865 | $5,707-14.8% | $5,011-2.9% | $4,763+2.1% |
| Participant deferral / active EE | $5,154 | $5,955-13.4% | $5,202-0.9% | $5,983-13.9% |
| Admin fee / account holder | $365 | $17,079-97.9% | $13,987-97.4% | $11,252-96.8% |