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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 | $101,221 | $171,492-41.0% | $150,734-32.8% | $198,609-49.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 21.49% | 804.70%-783.2pp | 600.81%-579.3pp | 202.70%-181.2pp |
| Employer contribution / active EE | $3,993 | $5,470-27.0% | $4,918-18.8% | $5,055-21.0% |
| Participant deferral / active EE | $12,157 | $6,259+94.2% | $5,610+116.7% | $6,977+74.3% |
| Admin fee / account holder | $850 | $17,628-95.2% | $14,905-94.3% | $19,030-95.5% |