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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 | $96,282 | $209,422-54.0% | $178,503-46.1% | $158,982-39.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.87% | 188.81%-157.9pp | 151.12%-120.2pp | 302.99%-272.1pp |
| Employer contribution / active EE | $3,522 | $5,707-38.3% | $5,011-29.7% | $4,763-26.1% |
| Participant deferral / active EE | $9,317 | $5,955+56.5% | $5,202+79.1% | $5,983+55.7% |
| Admin fee / account holder | $963 | $17,079-94.4% | $13,987-93.1% | $11,252-91.4% |