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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 | $136,801 | $198,461-31.1% | $170,436-19.7% | $147,585-7.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.81% | 257.30%-240.5pp | 205.94%-189.1pp | 578.57%-561.8pp |
| Employer contribution / active EE | $1,946 | $6,184-68.5% | $5,433-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $5,103 | $5,629-9.4% | $4,939+3.3% | $5,439-6.2% |
| Admin fee / account holder | $530 | $16,852-96.9% | $13,880-96.2% | $10,885-95.1% |