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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 | $107,024 | $176,120-39.2% | $159,487-32.9% | $167,553-36.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.13% | 331.95%-310.8pp | 263.71%-242.6pp | 478.89%-457.8pp |
| Employer contribution / active EE | $3,345 | $5,299-36.9% | $4,831-30.8% | $4,840-30.9% |
| Participant deferral / active EE | $4,965 | $7,752-36.0% | $7,354-32.5% | $6,343-21.7% |
| Admin fee / account holder | $612 | $12,561-95.1% | $10,804-94.3% | $12,316-95.0% |