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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 | $54,997 | $198,457-72.3% | $170,435-67.7% | $147,586-62.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.36% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,077 | $6,183-34.1% | $5,432-24.9% | $4,876-16.4% |
| Participant deferral / active EE | $8,356 | $5,629+48.4% | $4,939+69.2% | $5,439+53.6% |
| Admin fee / account holder | $824 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |