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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 | $104,755 | $112,131-6.6% | $95,964+9.2% | $158,982-34.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.12% | 171.19%-158.1pp | 91.64%-78.5pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,154 | $3,199-63.9% | $2,541-54.6% | $4,763-75.8% |
| Participant deferral / active EE | $9,431 | $4,784+97.1% | $4,167+126.3% | $5,983+57.6% |
| Admin fee / account holder | $466 | $10,136-95.4% | $6,797-93.1% | $11,252-95.9% |