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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 | $64,688 | $209,428-69.1% | $178,498-63.8% | $158,950-59.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.69% | 188.78%-174.1pp | 151.09%-136.4pp | 302.91%-288.2pp |
| Employer contribution / active EE | $2,574 | $5,707-54.9% | $5,011-48.6% | $4,762-45.9% |
| Participant deferral / active EE | $3,084 | $5,955-48.2% | $5,202-40.7% | $5,983-48.5% |
| Admin fee / account holder | $4,384 | $17,077-74.3% | $13,985-68.7% | $11,248-61.0% |