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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 | $125,607 | $209,422-40.0% | $178,503-29.6% | $158,982-21.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.25% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $5,724 | $5,707+0.3% | $5,011+14.2% | $4,763+20.2% |
| Participant deferral / active EE | $4,610 | $5,955-22.6% | $5,202-11.4% | $5,983-23.0% |
| Admin fee / account holder | $870 | $17,079-94.9% | $13,987-93.8% | $11,252-92.3% |