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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 | $92,293 | $209,422-55.9% | $178,503-48.3% | $158,982-41.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.72% | 188.81%-151.1pp | 151.12%-113.4pp | 302.99%-265.3pp |
| Employer contribution / active EE | $5,737 | $5,707+0.5% | $5,011+14.5% | $4,763+20.4% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $893 | $17,079-94.8% | $13,987-93.6% | $11,252-92.1% |