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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 | $100,283 | $198,457-49.5% | $170,435-41.2% | $147,586-32.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.72% | 257.30%-236.6pp | 205.94%-185.2pp | 578.59%-557.9pp |
| Employer contribution / active EE | $5,056 | $6,183-18.2% | $5,432-6.9% | $4,876+3.7% |
| Participant deferral / active EE | $4,285 | $5,629-23.9% | $4,939-13.2% | $5,439-21.2% |
| Admin fee / account holder | $1,932 | $16,852-88.5% | $13,881-86.1% | $10,886-82.3% |