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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 | $100,737 | $209,422-51.9% | $178,503-43.6% | $158,982-36.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.43% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $5,429 | $5,707-4.9% | $5,011+8.3% | $4,763+14.0% |
| Participant deferral / active EE | $4,619 | $5,955-22.4% | $5,202-11.2% | $5,983-22.8% |
| Admin fee / account holder | $2,729 | $17,079-84.0% | $13,987-80.5% | $11,252-75.7% |