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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 | $45,995 | $209,422-78.0% | $178,503-74.2% | $158,982-71.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.75% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $5,576 | $5,707-2.3% | $5,011+11.3% | $4,763+17.1% |
| Participant deferral / active EE | $4,390 | $5,955-26.3% | $5,202-15.6% | $5,983-26.6% |
| Admin fee / account holder | $2,136 | $17,079-87.5% | $13,987-84.7% | $11,252-81.0% |