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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 | $36,555 | $198,457-81.6% | $170,435-78.6% | $147,586-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.98% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,321 | $6,183-78.6% | $5,432-75.7% | $4,876-72.9% |
| Participant deferral / active EE | $2,245 | $5,629-60.1% | $4,939-54.5% | $5,439-58.7% |
| Admin fee / account holder | $16,469 | $16,852-2.3% | $13,881+18.6% | $10,886+51.3% |