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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 | $47,207 | $198,461-76.2% | $170,436-72.3% | $147,585-68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.97% | 257.30%-241.3pp | 205.94%-190.0pp | 578.57%-562.6pp |
| Employer contribution / active EE | $6,455 | $6,184+4.4% | $5,433+18.8% | $4,876+32.4% |
| Participant deferral / active EE | $7,150 | $5,629+27.0% | $4,939+44.7% | $5,439+31.5% |
| Admin fee / account holder | $1,426 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |