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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 | $82,195 | $198,457-58.6% | $170,435-51.8% | $147,586-44.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.09% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $8,183 | $6,183+32.3% | $5,432+50.6% | $4,876+67.8% |
| Participant deferral / active EE | $4,631 | $5,629-17.7% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $2,066 | $16,852-87.7% | $13,881-85.1% | $10,886-81.0% |