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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 | $105,249 | $217,432-51.6% | $185,851-43.4% | $167,553-37.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.15% | 148.43%-135.3pp | 122.11%-109.0pp | 478.89%-465.7pp |
| Employer contribution / active EE | $2,402 | $5,874-59.1% | $5,168-53.5% | $4,840-50.4% |
| Participant deferral / active EE | $7,176 | $6,357+12.9% | $5,569+28.9% | $6,343+13.1% |
| Admin fee / account holder | $878 | $19,820-95.6% | $16,245-94.6% | $12,316-92.9% |