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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 | $92,190 | $209,422-56.0% | $178,503-48.4% | $158,982-42.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.86% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.1pp |
| Employer contribution / active EE | $5,406 | $5,707-5.3% | $5,011+7.9% | $4,763+13.5% |
| Participant deferral / active EE | $3,915 | $5,955-34.3% | $5,202-24.7% | $5,983-34.6% |
| Admin fee / account holder | $14,044 | $17,079-17.8% | $13,987+0.4% | $11,252+24.8% |