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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 | $66,654 | $209,422-68.2% | $178,503-62.7% | $158,982-58.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.50% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $4,746 | $5,707-16.8% | $5,011-5.3% | $4,763-0.4% |
| Participant deferral / active EE | $3,503 | $5,955-41.2% | $5,202-32.7% | $5,983-41.4% |
| Admin fee / account holder | $4,414 | $17,079-74.2% | $13,987-68.4% | $11,252-60.8% |