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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 | $80,472 | $209,422-61.6% | $178,503-54.9% | $158,982-49.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.93% | 188.81%-170.9pp | 151.12%-133.2pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,831 | $5,707-50.4% | $5,011-43.5% | $4,763-40.6% |
| Participant deferral / active EE | $9,062 | $5,955+52.2% | $5,202+74.2% | $5,983+51.4% |
| Admin fee / account holder | $5,901 | $17,079-65.5% | $13,987-57.8% | $11,252-47.6% |