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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 | $40,389 | $209,422-80.7% | $178,503-77.4% | $158,982-74.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.81%-176.9pp | 151.12%-139.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $5,021 | $5,707-12.0% | $5,011+0.2% | $4,763+5.4% |
| Participant deferral / active EE | $2,502 | $5,955-58.0% | $5,202-51.9% | $5,983-58.2% |
| Admin fee / account holder | $4,356 | $17,079-74.5% | $13,987-68.9% | $11,252-61.3% |