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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 | $51,537 | $209,422-75.4% | $178,503-71.1% | $158,982-67.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.78% | 188.81%-170.0pp | 151.12%-132.3pp | 302.99%-284.2pp |
| Employer contribution / active EE | $3,347 | $5,707-41.3% | $5,011-33.2% | $4,763-29.7% |
| Participant deferral / active EE | $5,323 | $5,955-10.6% | $5,202+2.3% | $5,983-11.0% |
| Admin fee / account holder | $1,304 | $17,079-92.4% | $13,987-90.7% | $11,252-88.4% |