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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 | $116,825 | $125,190-6.7% | $105,624+10.6% | $145,897-19.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.82% | 225.22%-204.4pp | 116.20%-95.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $3,160 | $3,720-15.1% | $3,168-0.2% | $4,663-32.2% |
| Participant deferral / active EE | $6,293 | $5,716+10.1% | $5,013+25.5% | $6,689-5.9% |
| Admin fee / account holder | $1,018 | $17,138-94.1% | $10,961-90.7% | $13,390-92.4% |