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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 | $52,776 | $209,422-74.8% | $178,503-70.4% | $158,982-66.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.96% | 188.81%-170.8pp | 151.12%-133.2pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,903 | $5,707-49.1% | $5,011-42.1% | $4,763-39.1% |
| Participant deferral / active EE | $4,320 | $5,955-27.5% | $5,202-17.0% | $5,983-27.8% |
| Admin fee / account holder | $1,985 | $17,079-88.4% | $13,987-85.8% | $11,252-82.4% |