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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 | $94,310 | $198,457-52.5% | $170,435-44.7% | $147,586-36.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.76% | 257.30%-242.5pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $4,181 | $6,183-32.4% | $5,432-23.0% | $4,876-14.3% |
| Participant deferral / active EE | $2,749 | $5,629-51.2% | $4,939-44.4% | $5,439-49.5% |
| Admin fee / account holder | $676 | $16,852-96.0% | $13,881-95.1% | $10,886-93.8% |