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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 | $137,487 | $198,457-30.7% | $170,435-19.3% | $147,586-6.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.01% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $5,402 | $6,183-12.6% | $5,432-0.6% | $4,876+10.8% |
| Participant deferral / active EE | $5,202 | $5,629-7.6% | $4,939+5.3% | $5,439-4.4% |
| Admin fee / account holder | $4,886 | $16,852-71.0% | $13,881-64.8% | $10,886-55.1% |