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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 | $82,760 | $198,457-58.3% | $170,435-51.4% | $147,586-43.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.53% | 257.30%-246.8pp | 205.94%-195.4pp | 578.59%-568.1pp |
| Employer contribution / active EE | $3,759 | $6,183-39.2% | $5,432-30.8% | $4,876-22.9% |
| Participant deferral / active EE | $2,648 | $5,629-53.0% | $4,939-46.4% | $5,439-51.3% |
| Admin fee / account holder | $2,372 | $16,852-85.9% | $13,881-82.9% | $10,886-78.2% |