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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 | $88,984 | $209,422-57.5% | $178,503-50.1% | $158,982-44.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.71% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $5,946 | $5,707+4.2% | $5,011+18.7% | $4,763+24.8% |
| Participant deferral / active EE | $3,982 | $5,955-33.1% | $5,202-23.5% | $5,983-33.5% |
| Admin fee / account holder | $1,324 | $17,079-92.2% | $13,987-90.5% | $11,252-88.2% |