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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 | $91,737 | $198,462-53.8% | $170,439-46.2% | $147,585-37.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.04% | 257.30%-244.3pp | 205.94%-192.9pp | 578.58%-565.5pp |
| Employer contribution / active EE | $3,078 | $6,184-50.2% | $5,433-43.4% | $4,876-36.9% |
| Participant deferral / active EE | $4,119 | $5,629-26.8% | $4,939-16.6% | $5,439-24.3% |
| Admin fee / account holder | $4,203 | $16,852-75.1% | $13,881-69.7% | $10,886-61.4% |