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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 | $49,823 | $209,422-76.2% | $178,503-72.1% | $158,982-68.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.97% | 188.81%-168.8pp | 151.12%-131.1pp | 302.99%-283.0pp |
| Employer contribution / active EE | $2,957 | $5,707-48.2% | $5,011-41.0% | $4,763-37.9% |
| Participant deferral / active EE | $6,278 | $5,955+5.4% | $5,202+20.7% | $5,983+4.9% |
| Admin fee / account holder | $1,535 | $17,079-91.0% | $13,987-89.0% | $11,252-86.4% |