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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 | $168,236 | $183,539-8.3% | $155,556+8.2% | $145,897+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 61.31%-42.6pp | 64.84%-46.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,890 | $5,315-45.6% | $4,675-38.2% | $4,663-38.0% |
| Participant deferral / active EE | $21,133 | $6,467+226.8% | $5,631+275.3% | $6,689+215.9% |
| Admin fee / account holder | $723 | $19,275-96.3% | $15,885-95.5% | $13,390-94.6% |