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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 | $107,615 | $209,405-48.6% | $178,486-39.7% | $158,931-32.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.06% | 188.77%-173.7pp | 151.08%-136.0pp | 302.86%-287.8pp |
| Employer contribution / active EE | $1,654 | $5,707-71.0% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $3,630 | $5,954-39.0% | $5,202-30.2% | $5,982-39.3% |
| Admin fee / account holder | $1,189 | $17,076-93.0% | $13,985-91.5% | $11,247-89.4% |