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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 | $183,516-27.0% | $155,534-13.9% | $145,884-8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 51.14% | 61.43%-10.3pp | 64.92%-13.8pp | 551.85%-500.7pp |
| Employer contribution / active EE | $5,000 | $5,315-5.9% | $4,675+7.0% | $4,662+7.2% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,630+8.3% | $6,690-8.8% |
| Admin fee / account holder | $30,016 | $19,293+55.6% | $15,900+88.8% | $13,392+124.1% |