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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 | $85,393 | $209,422-59.2% | $178,503-52.2% | $158,982-46.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.42% | 188.81%-181.4pp | 151.12%-143.7pp | 302.99%-295.6pp |
| Employer contribution / active EE | $4,408 | $5,707-22.8% | $5,011-12.0% | $4,763-7.5% |
| Participant deferral / active EE | $4,838 | $5,955-18.8% | $5,202-7.0% | $5,983-19.1% |
| Admin fee / account holder | $9,609 | $17,079-43.7% | $13,987-31.3% | $11,252-14.6% |