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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 | $62,980 | $198,462-68.3% | $170,439-63.0% | $147,585-57.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.23% | 257.30%-235.1pp | 205.94%-183.7pp | 578.58%-556.4pp |
| Employer contribution / active EE | $2,089 | $6,184-66.2% | $5,433-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $7,282 | $5,629+29.3% | $4,939+47.4% | $5,439+33.9% |
| Admin fee / account holder | $4,610 | $16,852-72.6% | $13,881-66.8% | $10,886-57.7% |