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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 | $109,264 | $209,422-47.8% | $178,503-38.8% | $158,982-31.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.06% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-288.9pp |
| Employer contribution / active EE | $7,913 | $5,707+38.7% | $5,011+57.9% | $4,763+66.1% |
| Participant deferral / active EE | $5,427 | $5,955-8.9% | $5,202+4.3% | $5,983-9.3% |
| Admin fee / account holder | $26,380 | $17,079+54.5% | $13,987+88.6% | $11,252+134.5% |