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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 | $102,951 | $209,428-50.8% | $178,498-42.3% | $158,950-35.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.92% | 188.78%-174.9pp | 151.09%-137.2pp | 302.91%-289.0pp |
| Employer contribution / active EE | $7,316 | $5,707+28.2% | $5,011+46.0% | $4,762+53.6% |
| Participant deferral / active EE | $5,852 | $5,955-1.7% | $5,202+12.5% | $5,983-2.2% |
| Admin fee / account holder | $2,838 | $17,077-83.4% | $13,985-79.7% | $11,248-74.8% |