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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 | $60,624 | $198,457-69.5% | $170,435-64.4% | $147,586-58.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.37% | 257.30%-237.9pp | 205.94%-186.6pp | 578.59%-559.2pp |
| Employer contribution / active EE | $3,148 | $6,183-49.1% | $5,432-42.1% | $4,876-35.4% |
| Participant deferral / active EE | $10,845 | $5,629+92.7% | $4,939+119.6% | $5,439+99.4% |
| Admin fee / account holder | $762 | $16,852-95.5% | $13,881-94.5% | $10,886-93.0% |