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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 | $133,052 | $209,425-36.5% | $178,499-25.5% | $158,966-16.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.97% | 188.80%-166.8pp | 151.10%-129.1pp | 302.95%-281.0pp |
| Employer contribution / active EE | $3,860 | $5,707-32.4% | $5,011-23.0% | $4,762-18.9% |
| Participant deferral / active EE | $10,596 | $5,955+77.9% | $5,202+103.7% | $5,983+77.1% |
| Admin fee / account holder | $874 | $17,078-94.9% | $13,986-93.8% | $11,250-92.2% |