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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 | $103,753 | $175,231-40.8% | $149,696-30.7% | $139,466-25.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,989 | $5,478-45.4% | $4,821-38.0% | $4,754-37.1% |
| Participant deferral / active EE | $21,525 | $6,521+230.1% | $5,682+278.8% | $6,712+220.7% |
| Admin fee / account holder | $407 | $16,155-97.5% | $13,212-96.9% | $11,409-96.4% |