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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 | $120,498 | $217,432-44.6% | $185,849-35.2% | $167,536-28.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.11% | 148.42%-130.3pp | 122.10%-104.0pp | 478.82%-460.7pp |
| Employer contribution / active EE | $6,441 | $5,875+9.6% | $5,169+24.6% | $4,839+33.1% |
| Participant deferral / active EE | $4,430 | $6,357-30.3% | $5,569-20.5% | $6,342-30.2% |
| Admin fee / account holder | $10,717 | $19,818-45.9% | $16,244-34.0% | $12,315-13.0% |