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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 | $80,071 | $209,405-61.8% | $178,486-55.1% | $158,931-49.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.20% | 188.77%-168.6pp | 151.08%-130.9pp | 302.86%-282.7pp |
| Employer contribution / active EE | $4,087 | $5,707-28.4% | $5,011-18.4% | $4,761-14.2% |
| Participant deferral / active EE | $2,986 | $5,954-49.9% | $5,202-42.6% | $5,982-50.1% |
| Admin fee / account holder | $1,873 | $17,076-89.0% | $13,985-86.6% | $11,247-83.3% |