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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 | $117,663 | $226,135-48.0% | $182,558-35.5% | $152,909-23.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.21% | 192.60%-169.4pp | 148.59%-125.4pp | 345.46%-322.3pp |
| Employer contribution / active EE | $3,819 | $4,979-23.3% | $4,076-6.3% | $4,764-19.8% |
| Participant deferral / active EE | $9,828 | $6,371+54.3% | $5,526+77.9% | $5,851+68.0% |
| Admin fee / account holder | $456 | $10,707-95.7% | $8,594-94.7% | $11,601-96.1% |