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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 | $35,434 | $198,462-82.1% | $170,439-79.2% | $147,585-76.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.53% | 257.30%-240.8pp | 205.94%-189.4pp | 578.58%-562.1pp |
| Employer contribution / active EE | $1,802 | $6,184-70.9% | $5,433-66.8% | $4,876-63.1% |
| Participant deferral / active EE | $4,584 | $5,629-18.6% | $4,939-7.2% | $5,439-15.7% |
| Admin fee / account holder | $352 | $16,852-97.9% | $13,881-97.5% | $10,886-96.8% |