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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 | $114,113 | $209,428-45.5% | $178,498-36.1% | $158,950-28.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.01% | 188.78%-180.8pp | 151.09%-143.1pp | 302.91%-294.9pp |
| Employer contribution / active EE | $2,567 | $5,707-55.0% | $5,011-48.8% | $4,762-46.1% |
| Participant deferral / active EE | $5,002 | $5,955-16.0% | $5,202-3.8% | $5,983-16.4% |
| Admin fee / account holder | $2,622 | $17,077-84.6% | $13,985-81.3% | $11,248-76.7% |