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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 | $52,474 | $198,461-73.6% | $170,436-69.2% | $147,585-64.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.89% | 257.30%-234.4pp | 205.94%-183.0pp | 578.57%-555.7pp |
| Employer contribution / active EE | $6,148 | $6,184-0.6% | $5,433+13.2% | $4,876+26.1% |
| Participant deferral / active EE | $3,543 | $5,629-37.1% | $4,939-28.3% | $5,439-34.9% |
| Admin fee / account holder | $505 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |