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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 | $101,664 | $210,698-51.7% | $178,014-42.9% | $145,959-30.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.84% | 386.27%-371.4pp | 294.80%-280.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,712 | $4,567+25.1% | $3,950+44.6% | $4,661+22.6% |
| Participant deferral / active EE | $7,800 | $6,958+12.1% | $6,276+24.3% | $6,689+16.6% |
| Admin fee / account holder | $714 | $12,016-94.1% | $10,362-93.1% | $13,398-94.7% |