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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 | $88,853 | $209,422-57.6% | $178,503-50.2% | $158,982-44.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.84% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $4,938 | $5,707-13.5% | $5,011-1.5% | $4,763+3.7% |
| Participant deferral / active EE | $5,436 | $5,955-8.7% | $5,202+4.5% | $5,983-9.1% |
| Admin fee / account holder | $836 | $17,079-95.1% | $13,987-94.0% | $11,252-92.6% |