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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 | $78,057 | $209,422-62.7% | $178,503-56.3% | $158,982-50.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.04% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $6,290 | $5,707+10.2% | $5,011+25.5% | $4,763+32.1% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $5,321 | $17,079-68.8% | $13,987-62.0% | $11,252-52.7% |