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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 | $62,461 | $198,457-68.5% | $170,435-63.4% | $147,586-57.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.67% | 257.30%-239.6pp | 205.94%-188.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $6,116 | $6,183-1.1% | $5,432+12.6% | $4,876+25.4% |
| Participant deferral / active EE | $4,586 | $5,629-18.5% | $4,939-7.2% | $5,439-15.7% |
| Admin fee / account holder | $570 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |