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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 | $70,791 | $202,463-65.0% | $169,397-58.2% | $139,487-49.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.62% | 532.64%-523.0pp | 406.23%-396.6pp | 373.84%-364.2pp |
| Employer contribution / active EE | $4,303 | $4,694-8.3% | $4,013+7.2% | $4,755-9.5% |
| Participant deferral / active EE | $7,233 | $6,941+4.2% | $6,223+16.2% | $6,713+7.7% |
| Admin fee / account holder | $15,666 | $10,726+46.1% | $9,017+73.7% | $11,407+37.3% |