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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 | $87,751 | $209,428-58.1% | $178,498-50.8% | $158,950-44.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.39% | 188.78%-168.4pp | 151.09%-130.7pp | 302.91%-282.5pp |
| Employer contribution / active EE | $2,328 | $5,707-59.2% | $5,011-53.5% | $4,762-51.1% |
| Participant deferral / active EE | $4,692 | $5,955-21.2% | $5,202-9.8% | $5,983-21.6% |
| Admin fee / account holder | $360 | $17,077-97.9% | $13,985-97.4% | $11,248-96.8% |