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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 | $40,866 | $209,422-80.5% | $178,503-77.1% | $158,982-74.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.52% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,268 | $5,707-60.3% | $5,011-54.7% | $4,763-52.4% |
| Participant deferral / active EE | $6,256 | $5,955+5.1% | $5,202+20.3% | $5,983+4.6% |
| Admin fee / account holder | $2,979 | $17,079-82.6% | $13,987-78.7% | $11,252-73.5% |