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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 | $117,340 | $209,425-44.0% | $178,499-34.3% | $158,966-26.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.22% | 188.80%-174.6pp | 151.10%-136.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $5,437 | $5,707-4.7% | $5,011+8.5% | $4,762+14.2% |
| Participant deferral / active EE | $6,272 | $5,955+5.3% | $5,202+20.6% | $5,983+4.8% |
| Admin fee / account holder | $892 | $17,078-94.8% | $13,986-93.6% | $11,250-92.1% |