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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 | $240,924 | $203,483+18.4% | $152,473+58.0% | $167,536+43.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 10.13% | 13.80%-3.7pp | 757.59%-747.5pp | 478.82%-468.7pp |
| Employer contribution / active EE | $5,000 | $5,219-4.2% | $4,326+15.6% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,020 | $22,521-77.7% | $15,811-68.2% | $12,315-59.2% |