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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 | $138,880 | $198,457-30.0% | $170,435-18.5% | $147,586-5.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.05% | 257.30%-248.3pp | 205.94%-196.9pp | 578.59%-569.5pp |
| Employer contribution / active EE | $5,128 | $6,183-17.1% | $5,432-5.6% | $4,876+5.1% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $649 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |