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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 | $79,198 | $198,461-60.1% | $170,436-53.5% | $147,585-46.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.20% | 257.30%-236.1pp | 205.94%-184.7pp | 578.57%-557.4pp |
| Employer contribution / active EE | $2,279 | $6,184-63.1% | $5,433-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $6,333 | $5,629+12.5% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $58,582 | $16,852+247.6% | $13,880+322.0% | $10,885+438.2% |