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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 | $79,520 | $217,432-63.4% | $185,849-57.2% | $167,536-52.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.35% | 148.42%-124.1pp | 122.10%-97.7pp | 478.82%-454.5pp |
| Employer contribution / active EE | $8,666 | $5,875+47.5% | $5,169+67.7% | $4,839+79.1% |
| Participant deferral / active EE | $8,100 | $6,357+27.4% | $5,569+45.5% | $6,342+27.7% |
| Admin fee / account holder | $2,084 | $19,818-89.5% | $16,244-87.2% | $12,315-83.1% |