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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 | $69,418 | $198,461-65.0% | $170,436-59.3% | $147,585-53.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.91% | 257.30%-244.4pp | 205.94%-193.0pp | 578.57%-565.7pp |
| Employer contribution / active EE | $2,037 | $6,184-67.1% | $5,433-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $7,604 | $5,629+35.1% | $4,939+53.9% | $5,439+39.8% |
| Admin fee / account holder | $633 | $16,852-96.2% | $13,880-95.4% | $10,885-94.2% |