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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 | $74,808 | $198,457-62.3% | $170,435-56.1% | $147,586-49.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.90% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,893 | $6,183-37.0% | $5,432-28.3% | $4,876-20.2% |
| Participant deferral / active EE | $3,768 | $5,629-33.1% | $4,939-23.7% | $5,439-30.7% |
| Admin fee / account holder | $6,541 | $16,852-61.2% | $13,881-52.9% | $10,886-39.9% |