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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 | $63,085 | $209,425-69.9% | $178,499-64.7% | $158,966-60.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.04% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $3,696 | $5,707-35.2% | $5,011-26.3% | $4,762-22.4% |
| Participant deferral / active EE | $2,397 | $5,955-59.7% | $5,202-53.9% | $5,983-59.9% |
| Admin fee / account holder | $1,160 | $17,078-93.2% | $13,986-91.7% | $11,250-89.7% |