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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 | $98,577 | $209,422-52.9% | $178,503-44.8% | $158,982-38.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.42% | 188.81%-170.4pp | 151.12%-132.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $6,238 | $5,707+9.3% | $5,011+24.5% | $4,763+31.0% |
| Participant deferral / active EE | $3,709 | $5,955-37.7% | $5,202-28.7% | $5,983-38.0% |
| Admin fee / account holder | $4,676 | $17,079-72.6% | $13,987-66.6% | $11,252-58.4% |