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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 | $48,598 | $209,422-76.8% | $178,503-72.8% | $158,982-69.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.93% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $6,660 | $5,707+16.7% | $5,011+32.9% | $4,763+39.8% |
| Participant deferral / active EE | $4,536 | $5,955-23.8% | $5,202-12.8% | $5,983-24.2% |
| Admin fee / account holder | $5,131 | $17,079-70.0% | $13,987-63.3% | $11,252-54.4% |