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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 | $119,055 | $183,539-35.1% | $155,556-23.5% | $145,897-18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,369 | $5,315+1.0% | $4,675+14.8% | $4,663+15.1% |
| Participant deferral / active EE | $5,282 | $6,467-18.3% | $5,631-6.2% | $6,689-21.0% |
| Admin fee / account holder | $2,939 | $19,275-84.8% | $15,885-81.5% | $13,390-78.1% |