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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 | $71,030 | $209,422-66.1% | $178,503-60.2% | $158,982-55.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.66% | 188.81%-178.1pp | 151.12%-140.5pp | 302.99%-292.3pp |
| Employer contribution / active EE | $5,064 | $5,707-11.3% | $5,011+1.0% | $4,763+6.3% |
| Participant deferral / active EE | $8,827 | $5,955+48.2% | $5,202+69.7% | $5,983+47.5% |
| Admin fee / account holder | $610 | $17,079-96.4% | $13,987-95.6% | $11,252-94.6% |