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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 | $121,338 | $183,539-33.9% | $155,556-22.0% | $145,897-16.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 61.31%-42.3pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $6,251 | $5,315+17.6% | $4,675+33.7% | $4,663+34.1% |
| Participant deferral / active EE | $5,597 | $6,467-13.5% | $5,631-0.6% | $6,689-16.3% |
| Admin fee / account holder | $489 | $19,275-97.5% | $15,885-96.9% | $13,390-96.3% |