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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 | $85,594 | $198,457-56.9% | $170,435-49.8% | $147,586-42.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.95% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.6pp |
| Employer contribution / active EE | $6,474 | $6,183+4.7% | $5,432+19.2% | $4,876+32.8% |
| Participant deferral / active EE | $4,321 | $5,629-23.3% | $4,939-12.5% | $5,439-20.6% |
| Admin fee / account holder | $301 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |