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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 | $108,504 | $217,432-50.1% | $185,849-41.6% | $167,536-35.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.35% | 148.42%-125.1pp | 122.10%-98.7pp | 478.82%-455.5pp |
| Employer contribution / active EE | $1,750 | $5,875-70.2% | $5,169-66.1% | $4,839-63.8% |
| Participant deferral / active EE | $6,704 | $6,357+5.4% | $5,569+20.4% | $6,342+5.7% |
| Admin fee / account holder | $1,014 | $19,818-94.9% | $16,244-93.8% | $12,315-91.8% |