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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 | $90,709 | $217,432-58.3% | $185,851-51.2% | $167,553-45.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.28% | 148.43%-138.1pp | 122.11%-111.8pp | 478.89%-468.6pp |
| Employer contribution / active EE | $9,575 | $5,874+63.0% | $5,168+85.3% | $4,840+97.9% |
| Participant deferral / active EE | $6,930 | $6,357+9.0% | $5,569+24.4% | $6,343+9.3% |
| Admin fee / account holder | $966 | $19,820-95.1% | $16,245-94.1% | $12,316-92.2% |