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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 | $96,175 | $209,422-54.1% | $178,503-46.1% | $158,982-39.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.62% | 188.81%-180.2pp | 151.12%-142.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $4,828 | $5,707-15.4% | $5,011-3.7% | $4,763+1.4% |
| Participant deferral / active EE | $4,948 | $5,955-16.9% | $5,202-4.9% | $5,983-17.3% |
| Admin fee / account holder | $11,664 | $17,079-31.7% | $13,987-16.6% | $11,252+3.7% |