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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 | $90,245 | $198,457-54.5% | $170,435-47.0% | $147,586-38.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.28% | 257.30%-243.0pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,356 | $6,183-29.5% | $5,432-19.8% | $4,876-10.7% |
| Participant deferral / active EE | $4,881 | $5,629-13.3% | $4,939-1.2% | $5,439-10.3% |
| Admin fee / account holder | $682 | $16,852-96.0% | $13,881-95.1% | $10,886-93.7% |