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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 | $73,741 | $209,425-64.8% | $178,499-58.7% | $158,966-53.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.56% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.4pp |
| Employer contribution / active EE | $6,251 | $5,707+9.5% | $5,011+24.7% | $4,762+31.3% |
| Participant deferral / active EE | $5,818 | $5,955-2.3% | $5,202+11.8% | $5,983-2.8% |
| Admin fee / account holder | $7,413 | $17,078-56.6% | $13,986-47.0% | $11,250-34.1% |