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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 | $68,066 | $217,432-68.7% | $185,851-63.4% | $167,553-59.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.38% | 148.43%-130.1pp | 122.11%-103.7pp | 478.89%-460.5pp |
| Employer contribution / active EE | $9,225 | $5,874+57.0% | $5,168+78.5% | $4,840+90.6% |
| Participant deferral / active EE | $5,886 | $6,357-7.4% | $5,569+5.7% | $6,343-7.2% |
| Admin fee / account holder | $938 | $19,820-95.3% | $16,245-94.2% | $12,316-92.4% |