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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 | $98,373 | $209,422-53.0% | $178,503-44.9% | $158,982-38.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.61% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,824 | $5,707-33.0% | $5,011-23.7% | $4,763-19.7% |
| Participant deferral / active EE | $2,042 | $5,955-65.7% | $5,202-60.7% | $5,983-65.9% |
| Admin fee / account holder | $11,611 | $17,079-32.0% | $13,987-17.0% | $11,252+3.2% |