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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 | $34,890 | $198,457-82.4% | $170,435-79.5% | $147,586-76.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.06% | 257.30%-243.2pp | 205.94%-191.9pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,960 | $6,183-52.1% | $5,432-45.5% | $4,876-39.3% |
| Participant deferral / active EE | $4,910 | $5,629-12.8% | $4,939-0.6% | $5,439-9.7% |
| Admin fee / account holder | $2,227 | $16,852-86.8% | $13,881-84.0% | $10,886-79.5% |