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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 | $101,431 | $209,422-51.6% | $178,503-43.2% | $158,982-36.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.68% | 188.81%-168.1pp | 151.12%-130.4pp | 302.99%-282.3pp |
| Employer contribution / active EE | $7,854 | $5,707+37.6% | $5,011+56.7% | $4,763+64.9% |
| Participant deferral / active EE | $6,105 | $5,955+2.5% | $5,202+17.4% | $5,983+2.0% |
| Admin fee / account holder | $1,307 | $17,079-92.3% | $13,987-90.7% | $11,252-88.4% |