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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 | $88,886 | $209,422-57.6% | $178,503-50.2% | $158,982-44.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.96% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.0pp |
| Employer contribution / active EE | $4,170 | $5,707-26.9% | $5,011-16.8% | $4,763-12.4% |
| Participant deferral / active EE | $4,854 | $5,955-18.5% | $5,202-6.7% | $5,983-18.9% |
| Admin fee / account holder | $2,121 | $17,079-87.6% | $13,987-84.8% | $11,252-81.2% |