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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 | $135,317 | $217,432-37.8% | $185,851-27.2% | $167,553-19.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.95% | 148.43%-138.5pp | 122.11%-112.2pp | 478.89%-468.9pp |
| Employer contribution / active EE | $2,575 | $5,874-56.2% | $5,168-50.2% | $4,840-46.8% |
| Participant deferral / active EE | $24,000 | $6,357+277.5% | $5,569+331.0% | $6,343+278.4% |
| Admin fee / account holder | $640 | $19,820-96.8% | $16,245-96.1% | $12,316-94.8% |