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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 | $103,316 | $107,368-3.8% | $92,915+11.2% | $152,909-32.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.08% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $836 | $4,222-80.2% | $3,653-77.1% | $4,764-82.4% |
| Participant deferral / active EE | $3,773 | $4,848-22.2% | $4,238-11.0% | $5,851-35.5% |
| Admin fee / account holder | $886 | $7,082-87.5% | $5,796-84.7% | $11,601-92.4% |