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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 | $113,164 | $209,425-46.0% | $178,499-36.6% | $158,966-28.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 83.51% | 188.80%-105.3pp | 151.10%-67.6pp | 302.95%-219.4pp |
| Employer contribution / active EE | $4,056 | $5,707-28.9% | $5,011-19.1% | $4,762-14.8% |
| Participant deferral / active EE | $4,985 | $5,955-16.3% | $5,202-4.2% | $5,983-16.7% |
| Admin fee / account holder | $2,632 | $17,078-84.6% | $13,986-81.2% | $11,250-76.6% |