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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 | $122,199 | $184,000-33.6% | $162,185-24.7% | $152,909-20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.24% | 150.80%-127.6pp | 115.61%-92.4pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,513 | $6,370-60.6% | $5,613-55.2% | $4,764-47.3% |
| Participant deferral / active EE | $4,589 | $8,033-42.9% | $7,297-37.1% | $5,851-21.6% |
| Admin fee / account holder | $969 | $13,124-92.6% | $10,844-91.1% | $11,601-91.6% |