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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 | $110,407 | $175,231-37.0% | $149,696-26.2% | $139,466-20.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 166.77%-154.8pp | 134.46%-122.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $5,740 | $5,478+4.8% | $4,821+19.1% | $4,754+20.8% |
| Participant deferral / active EE | $8,664 | $6,521+32.9% | $5,682+52.5% | $6,712+29.1% |
| Admin fee / account holder | $1,959 | $16,155-87.9% | $13,212-85.2% | $11,409-82.8% |