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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 | $101,200 | $217,427-53.5% | $185,837-45.5% | $167,518-39.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.26% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.4pp |
| Employer contribution / active EE | $6,042 | $5,874+2.9% | $5,168+16.9% | $4,838+24.9% |
| Participant deferral / active EE | $5,458 | $6,357-14.1% | $5,568-2.0% | $6,342-13.9% |
| Admin fee / account holder | $1,351 | $19,816-93.2% | $16,241-91.7% | $12,312-89.0% |