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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 | $94,697 | $198,457-52.3% | $170,435-44.4% | $147,586-35.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.39% | 257.30%-240.9pp | 205.94%-189.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,957 | $6,183-68.4% | $5,432-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $3,615 | $5,629-35.8% | $4,939-26.8% | $5,439-33.5% |
| Admin fee / account holder | $4,488 | $16,852-73.4% | $13,881-67.7% | $10,886-58.8% |