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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 | $70,892 | $176,105-59.7% | $159,474-55.5% | $167,536-57.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.27% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $4,627 | $5,299-12.7% | $4,831-4.2% | $4,839-4.4% |
| Participant deferral / active EE | $13,580 | $7,751+75.2% | $7,353+84.7% | $6,342+114.1% |
| Admin fee / account holder | $919 | $12,559-92.7% | $10,802-91.5% | $12,315-92.5% |