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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 | $125,256 | $165,351-24.2% | $149,710-16.3% | $158,931-21.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.09% | 348.19%-329.1pp | 276.63%-257.5pp | 302.86%-283.8pp |
| Employer contribution / active EE | $2,721 | $5,103-46.7% | $4,645-41.4% | $4,761-42.9% |
| Participant deferral / active EE | $6,696 | $7,181-6.8% | $6,842-2.1% | $5,982+11.9% |
| Admin fee / account holder | $460 | $10,807-95.7% | $9,309-95.1% | $11,247-95.9% |