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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 | $33,612 | $198,462-83.1% | $170,439-80.3% | $147,585-77.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.29% | 257.30%-239.0pp | 205.94%-187.6pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,329 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $3,735 | $5,629-33.7% | $4,939-24.4% | $5,439-31.3% |
| Admin fee / account holder | $662 | $16,852-96.1% | $13,881-95.2% | $10,886-93.9% |