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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 | $103,353 | $198,457-47.9% | $170,435-39.4% | $147,586-30.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.36% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,744 | $6,183-71.8% | $5,432-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $5,908 | $5,629+4.9% | $4,939+19.6% | $5,439+8.6% |
| Admin fee / account holder | $5,327 | $16,852-68.4% | $13,881-61.6% | $10,886-51.1% |