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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 | $56,217 | $210,698-73.3% | $178,014-68.4% | $145,959-61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.17% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $4,336 | $4,567-5.1% | $3,950+9.8% | $4,661-7.0% |
| Participant deferral / active EE | $5,300 | $6,958-23.8% | $6,276-15.6% | $6,689-20.8% |
| Admin fee / account holder | $833 | $12,016-93.1% | $10,362-92.0% | $13,398-93.8% |