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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 | $120,475 | $198,462-39.3% | $170,439-29.3% | $147,585-18.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.09% | 257.30%-242.2pp | 205.94%-190.8pp | 578.58%-563.5pp |
| Employer contribution / active EE | $5,861 | $6,184-5.2% | $5,433+7.9% | $4,876+20.2% |
| Participant deferral / active EE | $2,862 | $5,629-49.2% | $4,939-42.1% | $5,439-47.4% |
| Admin fee / account holder | $4,145 | $16,852-75.4% | $13,881-70.1% | $10,886-61.9% |