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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 | $64,332 | $209,422-69.3% | $178,503-64.0% | $158,982-59.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.70% | 188.81%-174.1pp | 151.12%-136.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $6,672 | $5,707+16.9% | $5,011+33.1% | $4,763+40.1% |
| Participant deferral / active EE | $6,600 | $5,955+10.8% | $5,202+26.9% | $5,983+10.3% |
| Admin fee / account holder | $2,046 | $17,079-88.0% | $13,987-85.4% | $11,252-81.8% |