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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 | $62,416 | $209,428-70.2% | $178,498-65.0% | $158,950-60.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.30% | 188.78%-170.5pp | 151.09%-132.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $3,123 | $5,707-45.3% | $5,011-37.7% | $4,762-34.4% |
| Participant deferral / active EE | $5,528 | $5,955-7.2% | $5,202+6.3% | $5,983-7.6% |
| Admin fee / account holder | $559 | $17,077-96.7% | $13,985-96.0% | $11,248-95.0% |