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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 | $59,983 | $209,422-71.4% | $178,503-66.4% | $158,982-62.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.59% | 188.81%-172.2pp | 151.12%-134.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $8,687 | $5,707+52.2% | $5,011+73.4% | $4,763+82.4% |
| Participant deferral / active EE | $6,760 | $5,955+13.5% | $5,202+29.9% | $5,983+13.0% |
| Admin fee / account holder | $1,557 | $17,079-90.9% | $13,987-88.9% | $11,252-86.2% |