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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 | $95,899 | $225,673-57.5% | $203,872-53.0% | $155,188-38.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.21% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,525 | $4,099-38.4% | $3,757-32.8% | $4,248-40.5% |
| Participant deferral / active EE | $9,764 | $6,893+41.6% | $6,388+52.9% | $6,531+49.5% |
| Admin fee / account holder | $587 | $12,327-95.2% | $11,730-95.0% | $14,480-95.9% |