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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 | $69,799 | $209,422-66.7% | $178,503-60.9% | $158,982-56.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.47% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $2,960 | $5,707-48.1% | $5,011-40.9% | $4,763-37.8% |
| Participant deferral / active EE | $6,025 | $5,955+1.2% | $5,202+15.8% | $5,983+0.7% |
| Admin fee / account holder | $1,744 | $17,079-89.8% | $13,987-87.5% | $11,252-84.5% |