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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 | $90,891 | $198,457-54.2% | $170,435-46.7% | $147,586-38.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.15% | 257.30%-247.2pp | 205.94%-195.8pp | 578.59%-568.4pp |
| Employer contribution / active EE | $8,102 | $6,183+31.0% | $5,432+49.1% | $4,876+66.1% |
| Participant deferral / active EE | $5,490 | $5,629-2.5% | $4,939+11.2% | $5,439+1.0% |
| Admin fee / account holder | $1,231 | $16,852-92.7% | $13,881-91.1% | $10,886-88.7% |