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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 | $92,383 | $209,422-55.9% | $178,503-48.2% | $158,982-41.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.48% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $8,325 | $5,707+45.9% | $5,011+66.1% | $4,763+74.8% |
| Participant deferral / active EE | $7,524 | $5,955+26.3% | $5,202+44.6% | $5,983+25.7% |
| Admin fee / account holder | $3,674 | $17,079-78.5% | $13,987-73.7% | $11,252-67.3% |