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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 | $136,833 | $209,405-34.7% | $178,486-23.3% | $158,931-13.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.35% | 188.77%-170.4pp | 151.08%-132.7pp | 302.86%-284.5pp |
| Employer contribution / active EE | $4,412 | $5,707-22.7% | $5,011-12.0% | $4,761-7.3% |
| Participant deferral / active EE | $4,151 | $5,954-30.3% | $5,202-20.2% | $5,982-30.6% |
| Admin fee / account holder | $1,808 | $17,076-89.4% | $13,985-87.1% | $11,247-83.9% |