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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 | $129,860 | $209,422-38.0% | $178,503-27.3% | $158,982-18.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.91% | 188.81%-171.9pp | 151.12%-134.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,760 | $5,707-34.1% | $5,011-25.0% | $4,763-21.1% |
| Participant deferral / active EE | $4,179 | $5,955-29.8% | $5,202-19.7% | $5,983-30.2% |
| Admin fee / account holder | $527 | $17,079-96.9% | $13,987-96.2% | $11,252-95.3% |