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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 | $120,317 | $175,259-31.3% | $149,723-19.6% | $139,487-13.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 166.82%-151.0pp | 134.50%-118.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $4,848 | $5,478-11.5% | $4,821+0.6% | $4,755+2.0% |
| Participant deferral / active EE | $9,117 | $6,522+39.8% | $5,682+60.4% | $6,713+35.8% |
| Admin fee / account holder | $960 | $16,158-94.1% | $13,215-92.7% | $11,407-91.6% |