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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 | $52,066 | $209,422-75.1% | $178,503-70.8% | $158,982-67.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.24% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $5,359 | $5,707-6.1% | $5,011+6.9% | $4,763+12.5% |
| Participant deferral / active EE | $4,670 | $5,955-21.6% | $5,202-10.2% | $5,983-22.0% |
| Admin fee / account holder | $415 | $17,079-97.6% | $13,987-97.0% | $11,252-96.3% |