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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 | $99,796 | $217,432-54.1% | $185,851-46.3% | $167,553-40.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.15% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.7pp |
| Employer contribution / active EE | $6,030 | $5,874+2.7% | $5,168+16.7% | $4,840+24.6% |
| Participant deferral / active EE | $5,500 | $6,357-13.5% | $5,569-1.2% | $6,343-13.3% |
| Admin fee / account holder | $3,813 | $19,820-80.8% | $16,245-76.5% | $12,316-69.0% |