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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 | $130,652 | $217,432-39.9% | $185,849-29.7% | $167,536-22.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.17% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,961 | $5,875-32.6% | $5,169-23.4% | $4,839-18.1% |
| Participant deferral / active EE | $5,349 | $6,357-15.9% | $5,569-4.0% | $6,342-15.7% |
| Admin fee / account holder | $754 | $19,818-96.2% | $16,244-95.4% | $12,315-93.9% |