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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 | $93,787 | $209,422-55.2% | $178,503-47.5% | $158,982-41.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.10% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,422 | $5,707-57.6% | $5,011-51.7% | $4,763-49.1% |
| Participant deferral / active EE | $5,941 | $5,955-0.2% | $5,202+14.2% | $5,983-0.7% |
| Admin fee / account holder | $6,648 | $17,079-61.1% | $13,987-52.5% | $11,252-40.9% |