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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 | $111,363 | $202,463-45.0% | $169,397-34.3% | $139,487-20.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 532.64%-517.7pp | 406.23%-391.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $4,212 | $4,694-10.3% | $4,013+5.0% | $4,755-11.4% |
| Participant deferral / active EE | $5,265 | $6,941-24.1% | $6,223-15.4% | $6,713-21.6% |
| Admin fee / account holder | $991 | $10,726-90.8% | $9,017-89.0% | $11,407-91.3% |