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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 | $108,142 | $209,425-48.4% | $178,499-39.4% | $158,966-32.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.16% | 188.80%-180.6pp | 151.10%-142.9pp | 302.95%-294.8pp |
| Employer contribution / active EE | $8,681 | $5,707+52.1% | $5,011+73.2% | $4,762+82.3% |
| Participant deferral / active EE | $6,560 | $5,955+10.2% | $5,202+26.1% | $5,983+9.6% |
| Admin fee / account holder | $22,713 | $17,078+33.0% | $13,986+62.4% | $11,250+101.9% |