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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 | $73,308 | $209,425-65.0% | $178,499-58.9% | $158,966-53.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.09% | 188.80%-174.7pp | 151.10%-137.0pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,945 | $5,707-30.9% | $5,011-21.3% | $4,762-17.2% |
| Participant deferral / active EE | $5,031 | $5,955-15.5% | $5,202-3.3% | $5,983-15.9% |
| Admin fee / account holder | $16,946 | $17,078-0.8% | $13,986+21.2% | $11,250+50.6% |