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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 | $39,692 | $198,461-80.0% | $170,436-76.7% | $147,585-73.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.81% | 257.30%-236.5pp | 205.94%-185.1pp | 578.57%-557.8pp |
| Employer contribution / active EE | $2,715 | $6,184-56.1% | $5,433-50.0% | $4,876-44.3% |
| Participant deferral / active EE | $2,766 | $5,629-50.9% | $4,939-44.0% | $5,439-49.1% |
| Admin fee / account holder | $5,553 | $16,852-67.0% | $13,880-60.0% | $10,885-49.0% |