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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 | $90,235 | $209,422-56.9% | $178,503-49.4% | $158,982-43.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.13% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,944 | $5,707-65.9% | $5,011-61.2% | $4,763-59.2% |
| Participant deferral / active EE | $4,378 | $5,955-26.5% | $5,202-15.8% | $5,983-26.8% |
| Admin fee / account holder | $687 | $17,079-96.0% | $13,987-95.1% | $11,252-93.9% |