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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 | $126,321 | $198,457-36.3% | $170,435-25.9% | $147,586-14.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.22% | 257.30%-237.1pp | 205.94%-185.7pp | 578.59%-558.4pp |
| Employer contribution / active EE | $5,336 | $6,183-13.7% | $5,432-1.8% | $4,876+9.4% |
| Participant deferral / active EE | $5,726 | $5,629+1.7% | $4,939+15.9% | $5,439+5.3% |
| Admin fee / account holder | $1,867 | $16,852-88.9% | $13,881-86.6% | $10,886-82.9% |