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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 | $66,870 | $209,422-68.1% | $178,503-62.5% | $158,982-57.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.75% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,585 | $5,707-37.2% | $5,011-28.5% | $4,763-24.7% |
| Participant deferral / active EE | $5,840 | $5,955-1.9% | $5,202+12.3% | $5,983-2.4% |
| Admin fee / account holder | $474 | $17,079-97.2% | $13,987-96.6% | $11,252-95.8% |