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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 | $100,149 | $226,105-55.7% | $182,540-45.1% | $152,897-34.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.88% | 192.58%-170.7pp | 148.58%-126.7pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,084 | $4,978-78.2% | $4,076-73.4% | $4,764-77.3% |
| Participant deferral / active EE | $7,553 | $6,370+18.6% | $5,525+36.7% | $5,851+29.1% |
| Admin fee / account holder | $469 | $10,706-95.6% | $8,593-94.5% | $11,599-96.0% |