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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 | $56,054 | $209,422-73.2% | $178,503-68.6% | $158,982-64.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.18% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,085 | $5,707-63.5% | $5,011-58.4% | $4,763-56.2% |
| Participant deferral / active EE | $2,456 | $5,955-58.8% | $5,202-52.8% | $5,983-59.0% |
| Admin fee / account holder | $627 | $17,079-96.3% | $13,987-95.5% | $11,252-94.4% |