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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 | $56,174 | $202,430-72.3% | $169,369-66.8% | $139,427-59.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 531.86%-520.1pp | 405.70%-394.0pp | 373.27%-361.5pp |
| Employer contribution / active EE | $2,578 | $4,690-45.0% | $4,011-35.7% | $4,752-45.8% |
| Participant deferral / active EE | $4,399 | $6,938-36.6% | $6,221-29.3% | $6,711-34.4% |
| Admin fee / account holder | $809 | $10,716-92.5% | $9,009-91.0% | $11,404-92.9% |