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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 | $34,736 | $198,457-82.5% | $170,435-79.6% | $147,586-76.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.26% | 257.30%-246.0pp | 205.94%-194.7pp | 578.59%-567.3pp |
| Employer contribution / active EE | $3,078 | $6,183-50.2% | $5,432-43.3% | $4,876-36.9% |
| Participant deferral / active EE | $6,178 | $5,629+9.7% | $4,939+25.1% | $5,439+13.6% |
| Admin fee / account holder | $3,567 | $16,852-78.8% | $13,881-74.3% | $10,886-67.2% |