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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 | $85,186 | $196,972-56.8% | $182,262-53.3% | $198,609-57.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.48% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,098 | $5,364-42.2% | $5,046-38.6% | $5,055-38.7% |
| Participant deferral / active EE | $15,771 | $8,643+82.5% | $8,276+90.5% | $6,977+126.0% |
| Admin fee / account holder | $564 | $18,429-96.9% | $16,712-96.6% | $19,030-97.0% |