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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 | $68,140 | $209,422-67.5% | $178,503-61.8% | $158,982-57.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.05% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-288.9pp |
| Employer contribution / active EE | $6,689 | $5,707+17.2% | $5,011+33.5% | $4,763+40.4% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $2,765 | $17,079-83.8% | $13,987-80.2% | $11,252-75.4% |