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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 | $111,908 | $225,673-50.4% | $203,872-45.1% | $155,188-27.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 17.96% | 95.91%-77.9pp | 85.11%-67.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,992 | $4,099-51.4% | $3,757-47.0% | $4,248-53.1% |
| Participant deferral / active EE | $14,812 | $6,893+114.9% | $6,388+131.9% | $6,531+126.8% |
| Admin fee / account holder | $659 | $12,327-94.7% | $11,730-94.4% | $14,480-95.4% |