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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 | $86,027 | $209,428-58.9% | $178,498-51.8% | $158,950-45.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.17% | 188.78%-176.6pp | 151.09%-138.9pp | 302.91%-290.7pp |
| Employer contribution / active EE | $8,270 | $5,707+44.9% | $5,011+65.0% | $4,762+73.7% |
| Participant deferral / active EE | $4,216 | $5,955-29.2% | $5,202-18.9% | $5,983-29.5% |
| Admin fee / account holder | $17,737 | $17,077+3.9% | $13,985+26.8% | $11,248+57.7% |