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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 | $43,116 | $198,461-78.3% | $170,436-74.7% | $147,585-70.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.57% | 257.30%-244.7pp | 205.94%-193.4pp | 578.57%-566.0pp |
| Employer contribution / active EE | $2,244 | $6,184-63.7% | $5,433-58.7% | $4,876-54.0% |
| Participant deferral / active EE | $3,163 | $5,629-43.8% | $4,939-36.0% | $5,439-41.8% |
| Admin fee / account holder | $4,050 | $16,852-76.0% | $13,880-70.8% | $10,885-62.8% |