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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 | $56,505 | $209,422-73.0% | $178,503-68.3% | $158,982-64.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.43% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,627 | $5,707-71.5% | $5,011-67.5% | $4,763-65.8% |
| Participant deferral / active EE | $6,801 | $5,955+14.2% | $5,202+30.7% | $5,983+13.7% |
| Admin fee / account holder | $2,159 | $17,079-87.4% | $13,987-84.6% | $11,252-80.8% |