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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 | $79,010 | $209,425-62.3% | $178,499-55.7% | $158,966-50.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.75% | 188.80%-178.0pp | 151.10%-140.4pp | 302.95%-292.2pp |
| Employer contribution / active EE | $5,022 | $5,707-12.0% | $5,011+0.2% | $4,762+5.5% |
| Participant deferral / active EE | $2,994 | $5,955-49.7% | $5,202-42.4% | $5,983-50.0% |
| Admin fee / account holder | $302 | $17,078-98.2% | $13,986-97.8% | $11,250-97.3% |