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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 | $35,633 | $198,457-82.0% | $170,435-79.1% | $147,586-75.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.07% | 257.30%-240.2pp | 205.94%-188.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $4,676 | $6,183-24.4% | $5,432-13.9% | $4,876-4.1% |
| Participant deferral / active EE | $4,131 | $5,629-26.6% | $4,939-16.4% | $5,439-24.0% |
| Admin fee / account holder | $798 | $16,852-95.3% | $13,881-94.3% | $10,886-92.7% |