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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 | $110,982 | $196,972-43.7% | $182,262-39.1% | $198,609-44.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 28.46% | 158.27%-129.8pp | 140.60%-112.1pp | 202.70%-174.2pp |
| Employer contribution / active EE | $5,000 | $5,364-6.8% | $5,046-0.9% | $5,055-1.1% |
| Participant deferral / active EE | $8,701 | $8,643+0.7% | $8,276+5.1% | $6,977+24.7% |
| Admin fee / account holder | $5,896 | $18,429-68.0% | $16,712-64.7% | $19,030-69.0% |