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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 | $59,517 | $209,428-71.6% | $178,498-66.7% | $158,950-62.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.69% | 188.78%-178.1pp | 151.09%-140.4pp | 302.91%-292.2pp |
| Employer contribution / active EE | $3,263 | $5,707-42.8% | $5,011-34.9% | $4,762-31.5% |
| Participant deferral / active EE | $5,548 | $5,955-6.8% | $5,202+6.6% | $5,983-7.3% |
| Admin fee / account holder | $950 | $17,077-94.4% | $13,985-93.2% | $11,248-91.6% |