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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 | $68,451 | $289,211-76.3% | $260,467-73.7% | $198,609-65.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.72% | 112.90%-93.2pp | 100.60%-80.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $2,445 | $4,663-47.6% | $4,239-42.3% | $5,055-51.6% |
| Participant deferral / active EE | $5,611 | $6,812-17.6% | $6,319-11.2% | $6,977-19.6% |
| Admin fee / account holder | $992 | $16,236-93.9% | $15,461-93.6% | $19,030-94.8% |