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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 | $81,667 | $196,972-58.5% | $182,262-55.2% | $198,609-58.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.87% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $3,822 | $5,364-28.7% | $5,046-24.3% | $5,055-24.4% |
| Participant deferral / active EE | $12,906 | $8,643+49.3% | $8,276+55.9% | $6,977+85.0% |
| Admin fee / account holder | $1,594 | $18,429-91.3% | $16,712-90.5% | $19,030-91.6% |