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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 | $125,780 | $209,422-39.9% | $178,503-29.5% | $158,982-20.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.61% | 188.81%-165.2pp | 151.12%-127.5pp | 302.99%-279.4pp |
| Employer contribution / active EE | $1,624 | $5,707-71.6% | $5,011-67.6% | $4,763-65.9% |
| Participant deferral / active EE | $11,446 | $5,955+92.2% | $5,202+120.0% | $5,983+91.3% |
| Admin fee / account holder | $967 | $17,079-94.3% | $13,987-93.1% | $11,252-91.4% |