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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 | $49,989 | $198,462-74.8% | $170,439-70.7% | $147,585-66.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.37% | 257.30%-235.9pp | 205.94%-184.6pp | 578.58%-557.2pp |
| Employer contribution / active EE | $5,323 | $6,184-13.9% | $5,433-2.0% | $4,876+9.2% |
| Participant deferral / active EE | $10,949 | $5,629+94.5% | $4,939+121.7% | $5,439+101.3% |
| Admin fee / account holder | $1,659 | $16,852-90.2% | $13,881-88.0% | $10,886-84.8% |