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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 | $37,060 | $198,457-81.3% | $170,435-78.3% | $147,586-74.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.63% | 257.30%-236.7pp | 205.94%-185.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,721 | $6,183-72.2% | $5,432-68.3% | $4,876-64.7% |
| Participant deferral / active EE | $5,453 | $5,629-3.1% | $4,939+10.4% | $5,439+0.3% |
| Admin fee / account holder | $304 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |