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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 | $55,373 | $226,105-75.5% | $182,540-69.7% | $152,897-63.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.76% | 192.58%-172.8pp | 148.58%-128.8pp | 345.43%-325.7pp |
| Employer contribution / active EE | $4,385 | $4,978-11.9% | $4,076+7.6% | $4,764-8.0% |
| Participant deferral / active EE | $6,872 | $6,370+7.9% | $5,525+24.4% | $5,851+17.4% |
| Admin fee / account holder | $401 | $10,706-96.3% | $8,593-95.3% | $11,599-96.5% |