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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 | $143,805 | $198,461-27.5% | $170,436-15.6% | $147,585-2.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.50% | 257.30%-233.8pp | 205.94%-182.4pp | 578.57%-555.1pp |
| Employer contribution / active EE | $1,932 | $6,184-68.8% | $5,433-64.4% | $4,876-60.4% |
| Participant deferral / active EE | $4,519 | $5,629-19.7% | $4,939-8.5% | $5,439-16.9% |
| Admin fee / account holder | $1,651 | $16,852-90.2% | $13,880-88.1% | $10,885-84.8% |