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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 | $41,985 | $209,422-80.0% | $178,503-76.5% | $158,982-73.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.88% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,569 | $5,707-55.0% | $5,011-48.7% | $4,763-46.1% |
| Participant deferral / active EE | $4,665 | $5,955-21.7% | $5,202-10.3% | $5,983-22.0% |
| Admin fee / account holder | $2,072 | $17,079-87.9% | $13,987-85.2% | $11,252-81.6% |