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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 | $154,357 | $217,432-29.0% | $185,849-16.9% | $167,536-7.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.98% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $5,135 | $5,875-12.6% | $5,169-0.6% | $4,839+6.1% |
| Participant deferral / active EE | $6,933 | $6,357+9.1% | $5,569+24.5% | $6,342+9.3% |
| Admin fee / account holder | $984 | $19,818-95.0% | $16,244-93.9% | $12,315-92.0% |