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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 | $104,072 | $289,211-64.0% | $260,467-60.0% | $198,609-47.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 15.76% | 112.90%-97.1pp | 100.60%-84.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $6,003 | $4,663+28.7% | $4,239+41.6% | $5,055+18.7% |
| Participant deferral / active EE | $19,802 | $6,812+190.7% | $6,319+213.4% | $6,977+183.8% |
| Admin fee / account holder | $432 | $16,236-97.3% | $15,461-97.2% | $19,030-97.7% |