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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 | $110,447 | $160,040-31.0% | $147,096-24.9% | $145,877-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.96% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $6,036 | $5,289+14.1% | $4,936+22.3% | $4,663+29.4% |
| Participant deferral / active EE | $6,531 | $8,429-22.5% | $8,071-19.1% | $6,691-2.4% |
| Admin fee / account holder | $14,780 | $15,050-1.8% | $13,005+13.7% | $13,402+10.3% |