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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 | $119,148 | $183,539-35.1% | $155,556-23.4% | $145,897-18.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $5,678 | $5,315+6.8% | $4,675+21.5% | $4,663+21.8% |
| Participant deferral / active EE | $4,001 | $6,467-38.1% | $5,631-28.9% | $6,689-40.2% |
| Admin fee / account holder | $1,601 | $19,275-91.7% | $15,885-89.9% | $13,390-88.0% |