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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 | $111,066 | $209,425-47.0% | $178,499-37.8% | $158,966-30.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.74% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $2,913 | $5,707-49.0% | $5,011-41.9% | $4,762-38.8% |
| Participant deferral / active EE | $7,372 | $5,955+23.8% | $5,202+41.7% | $5,983+23.2% |
| Admin fee / account holder | $766 | $17,078-95.5% | $13,986-94.5% | $11,250-93.2% |