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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 | $60,851 | $198,461-69.3% | $170,436-64.3% | $147,585-58.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.15% | 257.30%-245.2pp | 205.94%-193.8pp | 578.57%-566.4pp |
| Employer contribution / active EE | $1,549 | $6,184-74.9% | $5,433-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $7,431 | $5,629+32.0% | $4,939+50.4% | $5,439+36.6% |
| Admin fee / account holder | $695 | $16,852-95.9% | $13,880-95.0% | $10,885-93.6% |