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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 | $110,066 | $160,028-31.2% | $147,080-25.2% | $145,884-24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 98.60%-87.5pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $5,945 | $5,286+12.5% | $4,933+20.5% | $4,662+27.5% |
| Participant deferral / active EE | $7,061 | $8,422-16.2% | $8,066-12.5% | $6,690+5.6% |
| Admin fee / account holder | $2,488 | $15,030-83.4% | $12,989-80.8% | $13,392-81.4% |