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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 | $120,033 | $209,425-42.7% | $178,499-32.8% | $158,966-24.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.70% | 188.80%-151.1pp | 151.10%-113.4pp | 302.95%-265.2pp |
| Employer contribution / active EE | $4,574 | $5,707-19.9% | $5,011-8.7% | $4,762-4.0% |
| Participant deferral / active EE | $6,600 | $5,955+10.8% | $5,202+26.9% | $5,983+10.3% |
| Admin fee / account holder | $873 | $17,078-94.9% | $13,986-93.8% | $11,250-92.2% |