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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 | $53,212 | $217,427-75.5% | $185,837-71.4% | $167,518-68.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.93% | 148.39%-124.5pp | 122.08%-98.1pp | 478.71%-454.8pp |
| Employer contribution / active EE | $3,957 | $5,874-32.6% | $5,168-23.4% | $4,838-18.2% |
| Participant deferral / active EE | $6,389 | $6,357+0.5% | $5,568+14.7% | $6,342+0.7% |
| Admin fee / account holder | $578 | $19,816-97.1% | $16,241-96.4% | $12,312-95.3% |