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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 | $56,123 | $217,432-74.2% | $185,851-69.8% | $167,553-66.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.00% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $6,910 | $5,874+17.6% | $5,168+33.7% | $4,840+42.8% |
| Participant deferral / active EE | $8,538 | $6,357+34.3% | $5,569+53.3% | $6,343+34.6% |
| Admin fee / account holder | $4,563 | $19,820-77.0% | $16,245-71.9% | $12,316-63.0% |