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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 | $56,497 | $209,422-73.0% | $178,503-68.3% | $158,982-64.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.53% | 188.81%-180.3pp | 151.12%-142.6pp | 302.99%-294.5pp |
| Employer contribution / active EE | $1,612 | $5,707-71.7% | $5,011-67.8% | $4,763-66.1% |
| Participant deferral / active EE | $5,007 | $5,955-15.9% | $5,202-3.8% | $5,983-16.3% |
| Admin fee / account holder | $336 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |