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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 | $42,283 | $198,457-78.7% | $170,435-75.2% | $147,586-71.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.28% | 257.30%-238.0pp | 205.94%-186.7pp | 578.59%-559.3pp |
| Employer contribution / active EE | $5,747 | $6,183-7.1% | $5,432+5.8% | $4,876+17.8% |
| Participant deferral / active EE | $5,940 | $5,629+5.5% | $4,939+20.2% | $5,439+9.2% |
| Admin fee / account holder | $1,191 | $16,852-92.9% | $13,881-91.4% | $10,886-89.1% |