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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 | $117,787 | $198,457-40.6% | $170,435-30.9% | $147,586-20.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.98% | 257.30%-244.3pp | 205.94%-193.0pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,478 | $6,183-76.1% | $5,432-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $5,189 | $5,629-7.8% | $4,939+5.0% | $5,439-4.6% |
| Admin fee / account holder | $1,664 | $16,852-90.1% | $13,881-88.0% | $10,886-84.7% |