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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 | $53,616 | $198,457-73.0% | $170,435-68.5% | $147,586-63.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.83% | 257.30%-238.5pp | 205.94%-187.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,177 | $6,183-48.6% | $5,432-41.5% | $4,876-34.8% |
| Participant deferral / active EE | $8,626 | $5,629+53.2% | $4,939+74.6% | $5,439+58.6% |
| Admin fee / account holder | $624 | $16,852-96.3% | $13,881-95.5% | $10,886-94.3% |