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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 | $209,422-34.7% | $178,503-23.3% | $158,982-13.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.35% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.6pp |
| Employer contribution / active EE | $4,412 | $5,707-22.7% | $5,011-12.0% | $4,763-7.4% |
| Participant deferral / active EE | $4,151 | $5,955-30.3% | $5,202-20.2% | $5,983-30.6% |
| Admin fee / account holder | $1,808 | $17,079-89.4% | $13,987-87.1% | $11,252-83.9% |