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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 | $123,387 | $183,539-32.8% | $155,556-20.7% | $145,897-15.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,929 | $5,315-7.3% | $4,675+5.4% | $4,663+5.7% |
| Participant deferral / active EE | $6,702 | $6,467+3.6% | $5,631+19.0% | $6,689+0.2% |
| Admin fee / account holder | $807 | $19,275-95.8% | $15,885-94.9% | $13,390-94.0% |