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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 | $100,420 | $209,422-52.0% | $178,503-43.7% | $158,982-36.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.18% | 188.81%-181.6pp | 151.12%-143.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $5,860 | $5,707+2.7% | $5,011+16.9% | $4,763+23.0% |
| Participant deferral / active EE | $2,672 | $5,955-55.1% | $5,202-48.6% | $5,983-55.3% |
| Admin fee / account holder | $114,623 | $17,079+571.1% | $13,987+719.5% | $11,252+918.7% |