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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 | $128,950 | $160,040-19.4% | $147,096-12.3% | $145,877-11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,493 | $5,289+3.9% | $4,936+11.3% | $4,663+17.8% |
| Participant deferral / active EE | $8,678 | $8,429+3.0% | $8,071+7.5% | $6,691+29.7% |
| Admin fee / account holder | $2,233 | $15,050-85.2% | $13,005-82.8% | $13,402-83.3% |