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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 | $66,170 | $138,102-52.1% | $125,381-47.2% | $134,532-50.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 669.36% | 750.73%-81.4pp | 572.31%+97.0pp | 418.27%+251.1pp |
| Employer contribution / active EE | $3,281 | $5,245-37.4% | $4,815-31.9% | $4,741-30.8% |
| Participant deferral / active EE | $5,324 | $7,801-31.7% | $7,448-28.5% | $6,401-16.8% |
| Admin fee / account holder | $9,090 | $11,568-21.4% | $10,007-9.2% | $11,429-20.5% |