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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 | $119,516 | $198,462-39.8% | $170,439-29.9% | $147,585-19.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.39% | 257.30%-244.9pp | 205.94%-193.5pp | 578.58%-566.2pp |
| Employer contribution / active EE | $6,138 | $6,184-0.7% | $5,433+13.0% | $4,876+25.9% |
| Participant deferral / active EE | $6,887 | $5,629+22.3% | $4,939+39.4% | $5,439+26.6% |
| Admin fee / account holder | $7,563 | $16,852-55.1% | $13,881-45.5% | $10,886-30.5% |