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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 | $163,844 | $107,353+52.6% | $92,903+76.4% | $152,885+7.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.66% | 145.62%-130.0pp | 109.43%-93.8pp | 345.39%-329.7pp |
| Employer contribution / active EE | $3,595 | $4,222-14.9% | $3,653-1.6% | $4,763-24.5% |
| Participant deferral / active EE | $7,310 | $4,848+50.8% | $4,238+72.5% | $5,851+24.9% |
| Admin fee / account holder | $949 | $7,081-86.6% | $5,795-83.6% | $11,598-91.8% |