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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 | $108,065 | $217,432-50.3% | $185,851-41.9% | $167,553-35.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.39% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $6,640 | $5,874+13.0% | $5,168+28.5% | $4,840+37.2% |
| Participant deferral / active EE | $6,540 | $6,357+2.9% | $5,569+17.4% | $6,343+3.1% |
| Admin fee / account holder | $876 | $19,820-95.6% | $16,245-94.6% | $12,316-92.9% |