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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 | $61,931 | $198,457-68.8% | $170,435-63.7% | $147,586-58.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.09% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,613 | $6,183-73.9% | $5,432-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $3,766 | $5,629-33.1% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $1,016 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |