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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 | $72,889 | $217,432-66.5% | $185,849-60.8% | $167,536-56.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.25% | 148.42%-129.2pp | 122.10%-102.9pp | 478.82%-459.6pp |
| Employer contribution / active EE | $5,345 | $5,875-9.0% | $5,169+3.4% | $4,839+10.5% |
| Participant deferral / active EE | $2,288 | $6,357-64.0% | $5,569-58.9% | $6,342-63.9% |
| Admin fee / account holder | $1,506 | $19,818-92.4% | $16,244-90.7% | $12,315-87.8% |