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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 | $120,779 | $160,040-24.5% | $147,096-17.9% | $145,877-17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,970 | $5,289-25.0% | $4,936-19.6% | $4,663-14.9% |
| Participant deferral / active EE | $14,924 | $8,429+77.1% | $8,071+84.9% | $6,691+123.1% |
| Admin fee / account holder | $334 | $15,050-97.8% | $13,005-97.4% | $13,402-97.5% |