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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 | $44,026 | $198,457-77.8% | $170,435-74.2% | $147,586-70.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.67% | 257.30%-245.6pp | 205.94%-194.3pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,803 | $6,183-70.8% | $5,432-66.8% | $4,876-63.0% |
| Participant deferral / active EE | $3,030 | $5,629-46.2% | $4,939-38.7% | $5,439-44.3% |
| Admin fee / account holder | $5,712 | $16,852-66.1% | $13,881-58.8% | $10,886-47.5% |