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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 | $138,438 | $209,422-33.9% | $178,503-22.4% | $158,982-12.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.32% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.7pp |
| Employer contribution / active EE | $4,982 | $5,707-12.7% | $5,011-0.6% | $4,763+4.6% |
| Participant deferral / active EE | $4,952 | $5,955-16.8% | $5,202-4.8% | $5,983-17.2% |
| Admin fee / account holder | $1,000 | $17,079-94.1% | $13,987-92.9% | $11,252-91.1% |