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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 | $76,503 | $209,422-63.5% | $178,503-57.1% | $158,982-51.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.83% | 188.81%-180.0pp | 151.12%-142.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $6,908 | $5,707+21.0% | $5,011+37.9% | $4,763+45.0% |
| Participant deferral / active EE | $6,453 | $5,955+8.4% | $5,202+24.0% | $5,983+7.8% |
| Admin fee / account holder | $1,078 | $17,079-93.7% | $13,987-92.3% | $11,252-90.4% |