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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 | $46,724 | $198,462-76.5% | $170,439-72.6% | $147,585-68.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.01% | 257.30%-236.3pp | 205.94%-184.9pp | 578.58%-557.6pp |
| Employer contribution / active EE | $2,684 | $6,184-56.6% | $5,433-50.6% | $4,876-45.0% |
| Participant deferral / active EE | $2,080 | $5,629-63.0% | $4,939-57.9% | $5,439-61.8% |
| Admin fee / account holder | $1,380 | $16,852-91.8% | $13,881-90.1% | $10,886-87.3% |