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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 | $84,242 | $198,457-57.6% | $170,435-50.6% | $147,586-42.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.20% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,524 | $6,183-43.0% | $5,432-35.1% | $4,876-27.7% |
| Participant deferral / active EE | $6,035 | $5,629+7.2% | $4,939+22.2% | $5,439+11.0% |
| Admin fee / account holder | $1,212 | $16,852-92.8% | $13,881-91.3% | $10,886-88.9% |