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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 | $102,391 | $217,432-52.9% | $185,851-44.9% | $167,553-38.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.01% | 148.43%-132.4pp | 122.11%-106.1pp | 478.89%-462.9pp |
| Employer contribution / active EE | $5,750 | $5,874-2.1% | $5,168+11.2% | $4,840+18.8% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,343-18.0% |
| Admin fee / account holder | $768 | $19,820-96.1% | $16,245-95.3% | $12,316-93.8% |