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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 | $55,426 | $198,461-72.1% | $170,436-67.5% | $147,585-62.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.62% | 257.30%-239.7pp | 205.94%-188.3pp | 578.57%-560.9pp |
| Employer contribution / active EE | $5,446 | $6,184-11.9% | $5,433+0.2% | $4,876+11.7% |
| Participant deferral / active EE | $7,610 | $5,629+35.2% | $4,939+54.1% | $5,439+39.9% |
| Admin fee / account holder | $478 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |