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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 | $113,929 | $217,432-47.6% | $185,849-38.7% | $167,536-32.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.04% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,398 | $5,875-59.2% | $5,169-53.6% | $4,839-50.5% |
| Participant deferral / active EE | $10,223 | $6,357+60.8% | $5,569+83.6% | $6,342+61.2% |
| Admin fee / account holder | $2,020 | $19,818-89.8% | $16,244-87.6% | $12,315-83.6% |