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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 | $105,382 | $209,425-49.7% | $178,499-41.0% | $158,966-33.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.98% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-283.0pp |
| Employer contribution / active EE | $9,294 | $5,707+62.8% | $5,011+85.5% | $4,762+95.2% |
| Participant deferral / active EE | $5,213 | $5,955-12.5% | $5,202+0.2% | $5,983-12.9% |
| Admin fee / account holder | $1,193 | $17,078-93.0% | $13,986-91.5% | $11,250-89.4% |