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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 | $36,383 | $198,462-81.7% | $170,439-78.7% | $147,585-75.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.51% | 257.30%-241.8pp | 205.94%-190.4pp | 578.58%-563.1pp |
| Employer contribution / active EE | $1,935 | $6,184-68.7% | $5,433-64.4% | $4,876-60.3% |
| Participant deferral / active EE | $2,926 | $5,629-48.0% | $4,939-40.8% | $5,439-46.2% |
| Admin fee / account holder | $1,562 | $16,852-90.7% | $13,881-88.7% | $10,886-85.6% |