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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 | $146,462 | $198,457-26.2% | $170,435-14.1% | $147,586-0.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.07% | 257.30%-245.2pp | 205.94%-193.9pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,847 | $6,183-70.1% | $5,432-66.0% | $4,876-62.1% |
| Participant deferral / active EE | $4,527 | $5,629-19.6% | $4,939-8.3% | $5,439-16.8% |
| Admin fee / account holder | $307 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |