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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 | $82,750 | $209,422-60.5% | $178,503-53.6% | $158,982-47.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.80% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,971 | $5,707-47.9% | $5,011-40.7% | $4,763-37.6% |
| Participant deferral / active EE | $10,660 | $5,955+79.0% | $5,202+104.9% | $5,983+78.2% |
| Admin fee / account holder | $22,619 | $17,079+32.4% | $13,987+61.7% | $11,252+101.0% |