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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 | $67,892 | $209,422-67.6% | $178,503-62.0% | $158,982-57.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.80% | 188.81%-182.0pp | 151.12%-144.3pp | 302.99%-296.2pp |
| Employer contribution / active EE | $8,143 | $5,707+42.7% | $5,011+62.5% | $4,763+71.0% |
| Participant deferral / active EE | $3,098 | $5,955-48.0% | $5,202-40.5% | $5,983-48.2% |
| Admin fee / account holder | $1,030 | $17,079-94.0% | $13,987-92.6% | $11,252-90.8% |