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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 | $93,251 | $209,422-55.5% | $178,503-47.8% | $158,982-41.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.96% | 188.81%-160.8pp | 151.12%-123.2pp | 302.99%-275.0pp |
| Employer contribution / active EE | $8,856 | $5,707+55.2% | $5,011+76.7% | $4,763+85.9% |
| Participant deferral / active EE | $3,888 | $5,955-34.7% | $5,202-25.3% | $5,983-35.0% |
| Admin fee / account holder | $1,062 | $17,079-93.8% | $13,987-92.4% | $11,252-90.6% |