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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 | $160,870 | $138,114+16.5% | $125,391+28.3% | $134,545+19.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.31% | 750.88%-748.6pp | 572.41%-570.1pp | 418.37%-416.1pp |
| Employer contribution / active EE | $12,472 | $5,246+137.7% | $4,816+159.0% | $4,742+163.0% |
| Participant deferral / active EE | $2,600 | $7,801-66.7% | $7,448-65.1% | $6,401-59.4% |
| Admin fee / account holder | $5,342 | $11,570-53.8% | $10,009-46.6% | $11,431-53.3% |