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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 | $123,573 | $196,972-37.3% | $182,262-32.2% | $198,609-37.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.54% | 158.27%-140.7pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $6,125 | $5,364+14.2% | $5,046+21.4% | $5,055+21.2% |
| Participant deferral / active EE | $6,125 | $8,643-29.1% | $8,276-26.0% | $6,977-12.2% |
| Admin fee / account holder | $2,507 | $18,429-86.4% | $16,712-85.0% | $19,030-86.8% |