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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 | $101,504 | $183,516-44.7% | $155,534-34.7% | $145,884-30.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,983 | $5,315-6.2% | $4,675+6.6% | $4,662+6.9% |
| Participant deferral / active EE | $4,909 | $6,467-24.1% | $5,630-12.8% | $6,690-26.6% |
| Admin fee / account holder | $19,532 | $19,293+1.2% | $15,900+22.8% | $13,392+45.8% |