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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 | $127,895 | $217,432-41.2% | $185,849-31.2% | $167,536-23.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.53% | 148.42%-132.9pp | 122.10%-106.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $6,711 | $5,875+14.2% | $5,169+29.8% | $4,839+38.7% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $1,055 | $19,818-94.7% | $16,244-93.5% | $12,315-91.4% |