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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 | $111,737 | $202,463-44.8% | $169,397-34.0% | $139,487-19.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.20% | 532.64%-514.4pp | 406.23%-388.0pp | 373.84%-355.6pp |
| Employer contribution / active EE | $6,912 | $4,694+47.3% | $4,013+72.2% | $4,755+45.4% |
| Participant deferral / active EE | $3,686 | $6,941-46.9% | $6,223-40.8% | $6,713-45.1% |
| Admin fee / account holder | $4,686 | $10,726-56.3% | $9,017-48.0% | $11,407-58.9% |