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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 | $132,622 | $209,428-36.7% | $178,498-25.7% | $158,950-16.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.53% | 188.78%-173.3pp | 151.09%-135.6pp | 302.91%-287.4pp |
| Employer contribution / active EE | $2,059 | $5,707-63.9% | $5,011-58.9% | $4,762-56.8% |
| Participant deferral / active EE | $4,808 | $5,955-19.3% | $5,202-7.6% | $5,983-19.6% |
| Admin fee / account holder | $4,879 | $17,077-71.4% | $13,985-65.1% | $11,248-56.6% |