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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 | $59,346 | $180,459-67.1% | $154,108-61.5% | $135,380-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.47% | 888.21%-869.7pp | 735.21%-716.7pp | 519.81%-501.3pp |
| Employer contribution / active EE | $4,473 | $6,035-25.9% | $5,298-15.6% | $4,779-6.4% |
| Participant deferral / active EE | $3,812 | $5,806-34.4% | $5,081-25.0% | $5,609-32.0% |
| Admin fee / account holder | $23,321 | $16,145+44.4% | $13,411+73.9% | $10,828+115.4% |