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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 | $101,142 | $209,422-51.7% | $178,503-43.3% | $158,982-36.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.29% | 188.81%-173.5pp | 151.12%-135.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,039 | $5,707-64.3% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $6,013 | $5,955+1.0% | $5,202+15.6% | $5,983+0.5% |
| Admin fee / account holder | $4,684 | $17,079-72.6% | $13,987-66.5% | $11,252-58.4% |