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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 | $63,043 | $198,461-68.2% | $170,436-63.0% | $147,585-57.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.44% | 257.30%-242.9pp | 205.94%-191.5pp | 578.57%-564.1pp |
| Employer contribution / active EE | $3,025 | $6,184-51.1% | $5,433-44.3% | $4,876-38.0% |
| Participant deferral / active EE | $3,236 | $5,629-42.5% | $4,939-34.5% | $5,439-40.5% |
| Admin fee / account holder | $1,887 | $16,852-88.8% | $13,880-86.4% | $10,885-82.7% |