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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 | $130,903 | $217,432-39.8% | $185,851-29.6% | $167,553-21.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.91% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $5,763 | $5,874-1.9% | $5,168+11.5% | $4,840+19.1% |
| Participant deferral / active EE | $5,521 | $6,357-13.1% | $5,569-0.8% | $6,343-12.9% |
| Admin fee / account holder | $887 | $19,820-95.5% | $16,245-94.5% | $12,316-92.8% |