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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 | $103,288 | $209,425-50.7% | $178,499-42.1% | $158,966-35.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.05% | 188.80%-170.7pp | 151.10%-133.1pp | 302.95%-284.9pp |
| Employer contribution / active EE | $4,978 | $5,707-12.8% | $5,011-0.7% | $4,762+4.5% |
| Participant deferral / active EE | $6,419 | $5,955+7.8% | $5,202+23.4% | $5,983+7.3% |
| Admin fee / account holder | $1,438 | $17,078-91.6% | $13,986-89.7% | $11,250-87.2% |