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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 | $74,608 | $209,428-64.4% | $178,498-58.2% | $158,950-53.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.11% | 188.78%-174.7pp | 151.09%-137.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $8,334 | $5,707+46.0% | $5,011+66.3% | $4,762+75.0% |
| Participant deferral / active EE | $6,456 | $5,955+8.4% | $5,202+24.1% | $5,983+7.9% |
| Admin fee / account holder | $1,015 | $17,077-94.1% | $13,985-92.7% | $11,248-91.0% |