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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 | $99,661 | $217,432-54.2% | $185,849-46.4% | $167,536-40.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.48% | 148.42%-126.9pp | 122.10%-100.6pp | 478.82%-457.3pp |
| Employer contribution / active EE | $6,193 | $5,875+5.4% | $5,169+19.8% | $4,839+28.0% |
| Participant deferral / active EE | $4,985 | $6,357-21.6% | $5,569-10.5% | $6,342-21.4% |
| Admin fee / account holder | $359 | $19,818-98.2% | $16,244-97.8% | $12,315-97.1% |