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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 | $57,002 | $198,462-71.3% | $170,439-66.6% | $147,585-61.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.90% | 257.30%-240.4pp | 205.94%-189.0pp | 578.58%-561.7pp |
| Employer contribution / active EE | $5,047 | $6,184-18.4% | $5,433-7.1% | $4,876+3.5% |
| Participant deferral / active EE | $3,962 | $5,629-29.6% | $4,939-19.8% | $5,439-27.1% |
| Admin fee / account holder | $2,448 | $16,852-85.5% | $13,881-82.4% | $10,886-77.5% |