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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 | $106,997 | $209,422-48.9% | $178,503-40.1% | $158,982-32.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.35% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $5,280 | $5,707-7.5% | $5,011+5.4% | $4,763+10.9% |
| Participant deferral / active EE | $16,507 | $5,955+177.2% | $5,202+217.3% | $5,983+175.9% |
| Admin fee / account holder | $2,127 | $17,079-87.5% | $13,987-84.8% | $11,252-81.1% |