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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 | $98,097 | $202,440-51.5% | $169,390-42.1% | $139,466-29.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 532.36%-514.8pp | 406.07%-388.5pp | 373.66%-356.1pp |
| Employer contribution / active EE | $12,833 | $4,693+173.4% | $4,013+219.8% | $4,754+169.9% |
| Participant deferral / active EE | $3,350 | $6,940-51.7% | $6,222-46.2% | $6,712-50.1% |
| Admin fee / account holder | $401 | $10,722-96.3% | $9,015-95.5% | $11,409-96.5% |