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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 | $100,301 | $175,259-42.8% | $149,723-33.0% | $139,487-28.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.16% | 166.82%-147.7pp | 134.50%-115.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $8,908 | $5,478+62.6% | $4,821+84.8% | $4,755+87.4% |
| Participant deferral / active EE | $6,759 | $6,522+3.6% | $5,682+18.9% | $6,713+0.7% |
| Admin fee / account holder | $639 | $16,158-96.0% | $13,215-95.2% | $11,407-94.4% |