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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 | $209,405-62.2% | $178,486-55.6% | $158,931-50.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.19% | 188.77%-174.6pp | 151.08%-136.9pp | 302.86%-288.7pp |
| Employer contribution / active EE | $3,225 | $5,707-43.5% | $5,011-35.6% | $4,761-32.3% |
| Participant deferral / active EE | $5,202 | $5,954-12.6% | $5,2020% | $5,982-13.0% |
| Admin fee / account holder | $4,702 | $17,076-72.5% | $13,985-66.4% | $11,247-58.2% |