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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 | $47,561 | $209,422-77.3% | $178,503-73.4% | $158,982-70.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.67% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,161 | $5,707-62.1% | $5,011-56.9% | $4,763-54.6% |
| Participant deferral / active EE | $2,204 | $5,955-63.0% | $5,202-57.6% | $5,983-63.2% |
| Admin fee / account holder | $8,404 | $17,079-50.8% | $13,987-39.9% | $11,252-25.3% |