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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 | $97,526 | $209,425-53.4% | $178,499-45.4% | $158,966-38.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.25% | 188.80%-171.5pp | 151.10%-133.9pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,004 | $5,707-64.9% | $5,011-60.0% | $4,762-57.9% |
| Participant deferral / active EE | $7,959 | $5,955+33.6% | $5,202+53.0% | $5,983+33.0% |
| Admin fee / account holder | $2,754 | $17,078-83.9% | $13,986-80.3% | $11,250-75.5% |