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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 | $109,657 | $217,432-49.6% | $185,851-41.0% | $167,553-34.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.84% | 148.43%-133.6pp | 122.11%-107.3pp | 478.89%-464.1pp |
| Employer contribution / active EE | $1,567 | $5,874-73.3% | $5,168-69.7% | $4,840-67.6% |
| Participant deferral / active EE | $7,310 | $6,357+15.0% | $5,569+31.3% | $6,343+15.3% |
| Admin fee / account holder | $912 | $19,820-95.4% | $16,245-94.4% | $12,316-92.6% |