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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 | $88,340 | $209,422-57.8% | $178,503-50.5% | $158,982-44.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.55% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.4pp |
| Employer contribution / active EE | $6,190 | $5,707+8.5% | $5,011+23.5% | $4,763+30.0% |
| Participant deferral / active EE | $9,933 | $5,955+66.8% | $5,202+90.9% | $5,983+66.0% |
| Admin fee / account holder | $4,108 | $17,079-75.9% | $13,987-70.6% | $11,252-63.5% |