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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 | $98,749 | $217,432-54.6% | $185,851-46.9% | $167,553-41.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.94% | 148.43%-131.5pp | 122.11%-105.2pp | 478.89%-461.9pp |
| Employer contribution / active EE | $3,258 | $5,874-44.5% | $5,168-37.0% | $4,840-32.7% |
| Participant deferral / active EE | $7,103 | $6,357+11.7% | $5,569+27.6% | $6,343+12.0% |
| Admin fee / account holder | $320 | $19,820-98.4% | $16,245-98.0% | $12,316-97.4% |