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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 | $108,100 | $209,422-48.4% | $178,503-39.4% | $158,982-32.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.09% | 188.81%-164.7pp | 151.12%-127.0pp | 302.99%-278.9pp |
| Employer contribution / active EE | $3,195 | $5,707-44.0% | $5,011-36.2% | $4,763-32.9% |
| Participant deferral / active EE | $5,155 | $5,955-13.4% | $5,202-0.9% | $5,983-13.8% |
| Admin fee / account holder | $1,698 | $17,079-90.1% | $13,987-87.9% | $11,252-84.9% |