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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 | $97,740 | $198,457-50.8% | $170,435-42.7% | $147,586-33.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.18% | 257.30%-238.1pp | 205.94%-186.8pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,534 | $6,183-75.2% | $5,432-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $2,439 | $5,629-56.7% | $4,939-50.6% | $5,439-55.2% |
| Admin fee / account holder | $1,231 | $16,852-92.7% | $13,881-91.1% | $10,886-88.7% |