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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 | $68,283 | $198,461-65.6% | $170,436-59.9% | $147,585-53.7% |
| 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 | 578.57%-559.7pp |
| Employer contribution / active EE | $3,393 | $6,184-45.1% | $5,433-37.5% | $4,876-30.4% |
| Participant deferral / active EE | $6,967 | $5,629+23.8% | $4,939+41.1% | $5,439+28.1% |
| Admin fee / account holder | $1,731 | $16,852-89.7% | $13,880-87.5% | $10,885-84.1% |