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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 | $87,365 | $209,405-58.3% | $178,486-51.1% | $158,931-45.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.61% | 188.77%-182.2pp | 151.08%-144.5pp | 302.86%-296.2pp |
| Employer contribution / active EE | $3,474 | $5,707-39.1% | $5,011-30.7% | $4,761-27.0% |
| Participant deferral / active EE | $10,549 | $5,954+77.2% | $5,202+102.8% | $5,982+76.3% |
| Admin fee / account holder | $5,420 | $17,076-68.3% | $13,985-61.2% | $11,247-51.8% |