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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 | $102,836 | $198,457-48.2% | $170,435-39.7% | $147,586-30.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.56% | 257.30%-241.7pp | 205.94%-190.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,169 | $6,183-64.9% | $5,432-60.1% | $4,876-55.5% |
| Participant deferral / active EE | $4,450 | $5,629-20.9% | $4,939-9.9% | $5,439-18.2% |
| Admin fee / account holder | $955 | $16,852-94.3% | $13,881-93.1% | $10,886-91.2% |