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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 | $72,282 | $217,427-66.8% | $185,837-61.1% | $167,518-56.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.69% | 148.39%-130.7pp | 122.08%-104.4pp | 478.71%-461.0pp |
| Employer contribution / active EE | $6,314 | $5,874+7.5% | $5,168+22.2% | $4,838+30.5% |
| Participant deferral / active EE | $7,561 | $6,357+18.9% | $5,568+35.8% | $6,342+19.2% |
| Admin fee / account holder | $3,788 | $19,816-80.9% | $16,241-76.7% | $12,312-69.2% |