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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 | $45,811 | $198,462-76.9% | $170,439-73.1% | $147,585-69.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.02% | 257.30%-237.3pp | 205.94%-185.9pp | 578.58%-558.6pp |
| Employer contribution / active EE | $1,347 | $6,184-78.2% | $5,433-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $5,344 | $5,629-5.1% | $4,939+8.2% | $5,439-1.7% |
| Admin fee / account holder | $1,242 | $16,852-92.6% | $13,881-91.0% | $10,886-88.6% |