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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 | $64,856 | $217,427-70.2% | $185,837-65.1% | $167,518-61.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.85% | 148.39%-130.5pp | 122.08%-104.2pp | 478.71%-460.9pp |
| Employer contribution / active EE | $7,869 | $5,874+34.0% | $5,168+52.3% | $4,838+62.6% |
| Participant deferral / active EE | $7,158 | $6,357+12.6% | $5,568+28.5% | $6,342+12.9% |
| Admin fee / account holder | $2,020 | $19,816-89.8% | $16,241-87.6% | $12,312-83.6% |