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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 | $99,230 | $217,427-54.4% | $185,837-46.6% | $167,518-40.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.97% | 148.39%-138.4pp | 122.08%-112.1pp | 478.71%-468.7pp |
| Employer contribution / active EE | $4,143 | $5,874-29.5% | $5,168-19.8% | $4,838-14.4% |
| Participant deferral / active EE | $13,598 | $6,357+113.9% | $5,568+144.2% | $6,342+114.4% |
| Admin fee / account holder | $963 | $19,816-95.1% | $16,241-94.1% | $12,312-92.2% |