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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 | $35,959 | $209,425-82.8% | $178,499-79.9% | $158,966-77.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.41% | 188.80%-175.4pp | 151.10%-137.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $3,498 | $5,707-38.7% | $5,011-30.2% | $4,762-26.5% |
| Participant deferral / active EE | $3,286 | $5,955-44.8% | $5,202-36.8% | $5,983-45.1% |
| Admin fee / account holder | $8,242 | $17,078-51.7% | $13,986-41.1% | $11,250-26.7% |