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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 | $119,610 | $160,040-25.3% | $147,096-18.7% | $145,877-18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 98.49%-80.9pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,988 | $5,289-43.5% | $4,936-39.5% | $4,663-35.9% |
| Participant deferral / active EE | $7,723 | $8,429-8.4% | $8,071-4.3% | $6,691+15.4% |
| Admin fee / account holder | $426 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |