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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 | $79,520 | $217,427-63.4% | $185,837-57.2% | $167,518-52.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.35% | 148.39%-124.0pp | 122.08%-97.7pp | 478.71%-454.4pp |
| Employer contribution / active EE | $8,666 | $5,874+47.5% | $5,168+67.7% | $4,838+79.1% |
| Participant deferral / active EE | $8,100 | $6,357+27.4% | $5,568+45.5% | $6,342+27.7% |
| Admin fee / account holder | $2,084 | $19,816-89.5% | $16,241-87.2% | $12,312-83.1% |