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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 | $122,823 | $185,883-33.9% | $170,043-27.8% | $139,466-11.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.48% | 60.54%-40.1pp | 53.40%-32.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $4,723 | $7,596-37.8% | $6,790-30.4% | $4,754-0.6% |
| Participant deferral / active EE | $20,270 | $11,626+74.4% | $10,410+94.7% | $6,712+202.0% |
| Admin fee / account holder | $3,296 | $15,393-78.6% | $12,824-74.3% | $11,409-71.1% |