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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 | $79,189 | $209,422-62.2% | $178,503-55.6% | $158,982-50.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.19% | 188.81%-174.6pp | 151.12%-136.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $3,225 | $5,707-43.5% | $5,011-35.7% | $4,763-32.3% |
| Participant deferral / active EE | $5,202 | $5,955-12.6% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $4,702 | $17,079-72.5% | $13,987-66.4% | $11,252-58.2% |