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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 | $58,687 | $198,457-70.4% | $170,435-65.6% | $147,586-60.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.25% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.3pp |
| Employer contribution / active EE | $2,400 | $6,183-61.2% | $5,432-55.8% | $4,876-50.8% |
| Participant deferral / active EE | $3,149 | $5,629-44.1% | $4,939-36.2% | $5,439-42.1% |
| Admin fee / account holder | $21,174 | $16,852+25.6% | $13,881+52.5% | $10,886+94.5% |