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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 | $68,722 | $209,405-67.2% | $178,486-61.5% | $158,931-56.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.35% | 188.77%-171.4pp | 151.08%-133.7pp | 302.86%-285.5pp |
| Employer contribution / active EE | $2,564 | $5,707-55.1% | $5,011-48.8% | $4,761-46.1% |
| Participant deferral / active EE | $6,141 | $5,954+3.1% | $5,202+18.1% | $5,982+2.7% |
| Admin fee / account holder | $17,724 | $17,076+3.8% | $13,985+26.7% | $11,247+57.6% |