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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 | $121,995 | $209,422-41.7% | $178,503-31.7% | $158,982-23.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.04% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $8,335 | $5,707+46.1% | $5,011+66.3% | $4,763+75.0% |
| Participant deferral / active EE | $6,053 | $5,955+1.6% | $5,202+16.4% | $5,983+1.2% |
| Admin fee / account holder | $3,523 | $17,079-79.4% | $13,987-74.8% | $11,252-68.7% |