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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 | $101,869 | $217,432-53.1% | $185,851-45.2% | $167,553-39.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.63% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.3pp |
| Employer contribution / active EE | $6,966 | $5,874+18.6% | $5,168+34.8% | $4,840+43.9% |
| Participant deferral / active EE | $11,175 | $6,357+75.8% | $5,569+100.7% | $6,343+76.2% |
| Admin fee / account holder | $3,838 | $19,820-80.6% | $16,245-76.4% | $12,316-68.8% |