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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 | $86,059 | $198,457-56.6% | $170,435-49.5% | $147,586-41.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.16% | 257.30%-245.1pp | 205.94%-193.8pp | 578.59%-566.4pp |
| Employer contribution / active EE | $4,705 | $6,183-23.9% | $5,432-13.4% | $4,876-3.5% |
| Participant deferral / active EE | $3,738 | $5,629-33.6% | $4,939-24.3% | $5,439-31.3% |
| Admin fee / account holder | $595 | $16,852-96.5% | $13,881-95.7% | $10,886-94.5% |