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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 | $124,061 | $217,432-42.9% | $185,849-33.2% | $167,536-25.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.93% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $5,049 | $5,875-14.1% | $5,169-2.3% | $4,839+4.3% |
| Participant deferral / active EE | $5,937 | $6,357-6.6% | $5,569+6.6% | $6,342-6.4% |
| Admin fee / account holder | $871 | $19,818-95.6% | $16,244-94.6% | $12,315-92.9% |