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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 | $81,862 | $209,425-60.9% | $178,499-54.1% | $158,966-48.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.16% | 188.80%-177.6pp | 151.10%-139.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $10,768 | $5,707+88.7% | $5,011+114.9% | $4,762+126.1% |
| Participant deferral / active EE | $5,914 | $5,955-0.7% | $5,202+13.7% | $5,983-1.2% |
| Admin fee / account holder | $14,888 | $17,078-12.8% | $13,986+6.4% | $11,250+32.3% |