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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 | $43,507 | $198,457-78.1% | $170,435-74.5% | $147,586-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.13% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $4,659 | $6,183-24.7% | $5,432-14.2% | $4,876-4.5% |
| Participant deferral / active EE | $3,735 | $5,629-33.6% | $4,939-24.4% | $5,439-31.3% |
| Admin fee / account holder | $5,639 | $16,852-66.5% | $13,881-59.4% | $10,886-48.2% |