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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 | $118,777 | $185,883-36.1% | $170,043-30.1% | $139,466-14.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.26% | 60.54%-28.3pp | 53.40%-21.1pp | 373.66%-341.4pp |
| Employer contribution / active EE | $3,910 | $7,596-48.5% | $6,790-42.4% | $4,754-17.8% |
| Participant deferral / active EE | $19,160 | $11,626+64.8% | $10,410+84.1% | $6,712+185.5% |
| Admin fee / account holder | $998 | $15,393-93.5% | $12,824-92.2% | $11,409-91.2% |