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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 | $125,732 | $209,428-40.0% | $178,498-29.6% | $158,950-20.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.27% | 188.78%-174.5pp | 151.09%-136.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $2,288 | $5,707-59.9% | $5,011-54.3% | $4,762-52.0% |
| Participant deferral / active EE | $8,998 | $5,955+51.1% | $5,202+73.0% | $5,983+50.4% |
| Admin fee / account holder | $403 | $17,077-97.6% | $13,985-97.1% | $11,248-96.4% |