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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 | $130,451 | $209,422-37.7% | $178,503-26.9% | $158,982-17.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.41% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,511 | $5,707-56.0% | $5,011-49.9% | $4,763-47.3% |
| Participant deferral / active EE | $5,810 | $5,955-2.4% | $5,202+11.7% | $5,983-2.9% |
| Admin fee / account holder | $5,212 | $17,079-69.5% | $13,987-62.7% | $11,252-53.7% |