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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 | $102,552 | $198,457-48.3% | $170,435-39.8% | $147,586-30.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.63% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,527 | $6,183-10.6% | $5,432+1.7% | $4,876+13.3% |
| Participant deferral / active EE | $5,156 | $5,629-8.4% | $4,939+4.4% | $5,439-5.2% |
| Admin fee / account holder | $1,228 | $16,852-92.7% | $13,881-91.2% | $10,886-88.7% |