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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 | $208,088-50.0% | $186,193-44.1% | $154,746-32.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.76% | 89.97%-74.2pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $6,003 | $4,340+38.3% | $3,918+53.2% | $4,379+37.1% |
| Participant deferral / active EE | $19,802 | $7,078+179.8% | $6,513+204.0% | $6,730+194.2% |
| Admin fee / account holder | $432 | $11,698-96.3% | $11,058-96.1% | $14,365-97.0% |