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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 | $65,045 | $209,422-68.9% | $178,503-63.6% | $158,982-59.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.59% | 188.81%-170.2pp | 151.12%-132.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,956 | $5,707-48.2% | $5,011-41.0% | $4,763-37.9% |
| Participant deferral / active EE | $4,959 | $5,955-16.7% | $5,202-4.7% | $5,983-17.1% |
| Admin fee / account holder | $597 | $17,079-96.5% | $13,987-95.7% | $11,252-94.7% |