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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 | $68,122 | $198,457-65.7% | $170,435-60.0% | $147,586-53.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.39% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $5,194 | $6,183-16.0% | $5,432-4.4% | $4,876+6.5% |
| Participant deferral / active EE | $5,356 | $5,629-4.9% | $4,939+8.4% | $5,439-1.5% |
| Admin fee / account holder | $5,189 | $16,852-69.2% | $13,881-62.6% | $10,886-52.3% |