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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 | $67,340 | $198,457-66.1% | $170,435-60.5% | $147,586-54.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.59% | 257.30%-233.7pp | 205.94%-182.3pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,979 | $6,183-51.8% | $5,432-45.2% | $4,876-38.9% |
| Participant deferral / active EE | $4,396 | $5,629-21.9% | $4,939-11.0% | $5,439-19.2% |
| Admin fee / account holder | $924 | $16,852-94.5% | $13,881-93.3% | $10,886-91.5% |