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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 | $113,159 | $198,457-43.0% | $170,435-33.6% | $147,586-23.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.54% | 257.30%-245.8pp | 205.94%-194.4pp | 578.59%-567.1pp |
| Employer contribution / active EE | $5,331 | $6,183-13.8% | $5,432-1.9% | $4,876+9.3% |
| Participant deferral / active EE | $6,060 | $5,629+7.6% | $4,939+22.7% | $5,439+11.4% |
| Admin fee / account holder | $902 | $16,852-94.6% | $13,881-93.5% | $10,886-91.7% |