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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 | $124,607 | $198,457-37.2% | $170,435-26.9% | $147,586-15.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.77% | 257.30%-241.5pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,777 | $6,183-22.7% | $5,432-12.1% | $4,876-2.0% |
| Participant deferral / active EE | $2,630 | $5,629-53.3% | $4,939-46.8% | $5,439-51.6% |
| Admin fee / account holder | $567 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |