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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 | $113,531 | $149,040-23.8% | $120,225-5.6% | $137,256-17.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.56% | 605.68%-585.1pp | 439.23%-418.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,398 | $4,350-21.9% | $3,475-2.2% | $4,156-18.3% |
| Participant deferral / active EE | $18,826 | $4,655+304.4% | $3,999+370.8% | $6,407+193.8% |
| Admin fee / account holder | $710 | $6,348-88.8% | $5,696-87.5% | $12,270-94.2% |