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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 | $133,885 | $183,627-27.1% | $155,602-14.0% | $145,978-8.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 51.14% | 61.32%-10.2pp | 64.81%-13.7pp | 550.52%-499.4pp |
| Employer contribution / active EE | $5,000 | $5,316-5.9% | $4,675+6.9% | $4,662+7.3% |
| Participant deferral / active EE | $6,100 | $6,466-5.7% | $5,629+8.4% | $6,690-8.8% |
| Admin fee / account holder | $30,016 | $19,327+55.3% | $15,923+88.5% | $13,400+124.0% |