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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 | $60,589 | $209,422-71.1% | $178,503-66.1% | $158,982-61.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.85% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,853 | $5,707-50.0% | $5,011-43.1% | $4,763-40.1% |
| Participant deferral / active EE | $6,668 | $5,955+12.0% | $5,202+28.2% | $5,983+11.4% |
| Admin fee / account holder | $587 | $17,079-96.6% | $13,987-95.8% | $11,252-94.8% |