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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 | $110,594 | $154,754-28.5% | $124,206-11.0% | $138,895-20.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.71% | 709.28%-689.6pp | 515.27%-495.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,908 | $4,446-34.6% | $3,540-17.9% | $4,194-30.7% |
| Participant deferral / active EE | $8,345 | $4,621+80.6% | $3,968+110.3% | $6,396+30.5% |
| Admin fee / account holder | $471 | $6,690-93.0% | $5,929-92.1% | $12,562-96.2% |