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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 | $35,956 | $198,457-81.9% | $170,435-78.9% | $147,586-75.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.73% | 257.30%-239.6pp | 205.94%-188.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $5,837 | $6,183-5.6% | $5,432+7.4% | $4,876+19.7% |
| Participant deferral / active EE | $5,228 | $5,629-7.1% | $4,939+5.8% | $5,439-3.9% |
| Admin fee / account holder | $737 | $16,852-95.6% | $13,881-94.7% | $10,886-93.2% |