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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 | $101,070 | $196,972-48.7% | $182,262-44.5% | $198,609-49.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.21% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $8,062 | $5,364+50.3% | $5,046+59.8% | $5,055+59.5% |
| Participant deferral / active EE | $7,876 | $8,643-8.9% | $8,276-4.8% | $6,977+12.9% |
| Admin fee / account holder | $3,861 | $18,429-79.1% | $16,712-76.9% | $19,030-79.7% |