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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 | $102,764 | $217,432-52.7% | $185,849-44.7% | $167,536-38.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.91% | 148.42%-134.5pp | 122.10%-108.2pp | 478.82%-464.9pp |
| Employer contribution / active EE | $6,888 | $5,875+17.2% | $5,169+33.3% | $4,839+42.3% |
| Participant deferral / active EE | $10,617 | $6,357+67.0% | $5,569+90.7% | $6,342+67.4% |
| Admin fee / account holder | $6,294 | $19,818-68.2% | $16,244-61.3% | $12,315-48.9% |