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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 | $74,673 | $209,422-64.3% | $178,503-58.2% | $158,982-53.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.45% | 188.81%-171.4pp | 151.12%-133.7pp | 302.99%-285.5pp |
| Employer contribution / active EE | $6,253 | $5,707+9.6% | $5,011+24.8% | $4,763+31.3% |
| Participant deferral / active EE | $4,878 | $5,955-18.1% | $5,202-6.2% | $5,983-18.5% |
| Admin fee / account holder | $759 | $17,079-95.6% | $13,987-94.6% | $11,252-93.3% |