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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 | $101,604 | $198,457-48.8% | $170,435-40.4% | $147,586-31.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.90% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,696 | $6,183-56.4% | $5,432-50.4% | $4,876-44.7% |
| Participant deferral / active EE | $7,510 | $5,629+33.4% | $4,939+52.0% | $5,439+38.1% |
| Admin fee / account holder | $4,059 | $16,852-75.9% | $13,881-70.8% | $10,886-62.7% |