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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 | $61,560 | $198,457-69.0% | $170,435-63.9% | $147,586-58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.00% | 257.30%-236.3pp | 205.94%-184.9pp | 578.59%-557.6pp |
| Employer contribution / active EE | $5,550 | $6,183-10.2% | $5,432+2.2% | $4,876+13.8% |
| Participant deferral / active EE | $10,725 | $5,629+90.5% | $4,939+117.1% | $5,439+97.2% |
| Admin fee / account holder | $335 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |