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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 | $183,592-27.1% | $155,574-13.9% | $145,877-8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 51.14% | 61.37%-10.2pp | 64.87%-13.7pp | 551.28%-500.1pp |
| Employer contribution / active EE | $5,000 | $5,317-6.0% | $4,676+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $6,100 | $6,466-5.7% | $5,629+8.4% | $6,691-8.8% |
| Admin fee / account holder | $30,016 | $19,316+55.4% | $15,914+88.6% | $13,402+124.0% |