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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 | $99,291 | $198,461-50.0% | $170,436-41.7% | $147,585-32.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.55% | 257.30%-239.8pp | 205.94%-188.4pp | 578.57%-561.0pp |
| Employer contribution / active EE | $4,467 | $6,184-27.8% | $5,433-17.8% | $4,876-8.4% |
| Participant deferral / active EE | $3,625 | $5,629-35.6% | $4,939-26.6% | $5,439-33.4% |
| Admin fee / account holder | $1,266 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |