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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 | $78,689 | $209,425-62.4% | $178,499-55.9% | $158,966-50.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.13% | 188.80%-175.7pp | 151.10%-138.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $3,320 | $5,707-41.8% | $5,011-33.7% | $4,762-30.3% |
| Participant deferral / active EE | $5,335 | $5,955-10.4% | $5,202+2.5% | $5,983-10.8% |
| Admin fee / account holder | $549 | $17,078-96.8% | $13,986-96.1% | $11,250-95.1% |