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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 | $112,310 | $209,422-46.4% | $178,503-37.1% | $158,982-29.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.62% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,706 | $5,707-70.1% | $5,011-65.9% | $4,763-64.2% |
| Participant deferral / active EE | $3,919 | $5,955-34.2% | $5,202-24.7% | $5,983-34.5% |
| Admin fee / account holder | $2,212 | $17,079-87.0% | $13,987-84.2% | $11,252-80.3% |