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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 | $109,080 | $88,754+22.9% | $81,820+33.3% | $145,877-25.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.35% | 1031.77%-1016.4pp | 777.93%-762.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $462 | $3,085-85.0% | $2,915-84.2% | $4,663-90.1% |
| Participant deferral / active EE | $8,326 | $4,648+79.1% | $4,323+92.6% | $6,691+24.4% |
| Admin fee / account holder | $747 | $8,424-91.1% | $7,391-89.9% | $13,402-94.4% |