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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 | $122,875 | $209,422-41.3% | $178,503-31.2% | $158,982-22.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.06% | 188.81%-181.7pp | 151.12%-144.1pp | 302.99%-295.9pp |
| Employer contribution / active EE | $8,123 | $5,707+42.3% | $5,011+62.1% | $4,763+70.5% |
| Participant deferral / active EE | $3,131 | $5,955-47.4% | $5,202-39.8% | $5,983-47.7% |
| Admin fee / account holder | $6,601 | $17,079-61.4% | $13,987-52.8% | $11,252-41.3% |