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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 | $77,739 | $209,422-62.9% | $178,503-56.4% | $158,982-51.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.64% | 188.81%-181.2pp | 151.12%-143.5pp | 302.99%-295.3pp |
| Employer contribution / active EE | $5,955 | $5,707+4.3% | $5,011+18.8% | $4,763+25.0% |
| Participant deferral / active EE | $10,685 | $5,955+79.4% | $5,202+105.4% | $5,983+78.6% |
| Admin fee / account holder | $6,286 | $17,079-63.2% | $13,987-55.1% | $11,252-44.1% |