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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 | $93,816 | $209,425-55.2% | $178,499-47.4% | $158,966-41.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.04% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $7,928 | $5,707+38.9% | $5,011+58.2% | $4,762+66.5% |
| Participant deferral / active EE | $6,282 | $5,955+5.5% | $5,202+20.8% | $5,983+5.0% |
| Admin fee / account holder | $3,929 | $17,078-77.0% | $13,986-71.9% | $11,250-65.1% |