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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 | $85,118 | $209,422-59.4% | $178,503-52.3% | $158,982-46.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.27% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $5,417 | $5,707-5.1% | $5,011+8.1% | $4,763+13.7% |
| Participant deferral / active EE | $7,255 | $5,955+21.8% | $5,202+39.5% | $5,983+21.3% |
| Admin fee / account holder | $540 | $17,079-96.8% | $13,987-96.1% | $11,252-95.2% |