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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 | $108,896 | $209,422-48.0% | $178,503-39.0% | $158,982-31.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.27% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,051 | $5,707-64.1% | $5,011-59.1% | $4,763-56.9% |
| Participant deferral / active EE | $3,838 | $5,955-35.6% | $5,202-26.2% | $5,983-35.9% |
| Admin fee / account holder | $341 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |