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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 | $123,075 | $209,425-41.2% | $178,499-31.0% | $158,966-22.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.91% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.0pp |
| Employer contribution / active EE | $6,619 | $5,707+16.0% | $5,011+32.1% | $4,762+39.0% |
| Participant deferral / active EE | $3,867 | $5,955-35.1% | $5,202-25.7% | $5,983-35.4% |
| Admin fee / account holder | $775 | $17,078-95.5% | $13,986-94.5% | $11,250-93.1% |