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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 | $145,505 | $198,462-26.7% | $170,439-14.6% | $147,585-1.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.40% | 257.30%-242.9pp | 205.94%-191.5pp | 578.58%-564.2pp |
| Employer contribution / active EE | $3,267 | $6,184-47.2% | $5,433-39.9% | $4,876-33.0% |
| Participant deferral / active EE | $3,434 | $5,629-39.0% | $4,939-30.5% | $5,439-36.9% |
| Admin fee / account holder | $977 | $16,852-94.2% | $13,881-93.0% | $10,886-91.0% |