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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 | $92,233 | $209,428-56.0% | $178,498-48.3% | $158,950-42.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.57% | 188.78%-173.2pp | 151.09%-135.5pp | 302.91%-287.3pp |
| Employer contribution / active EE | $1,932 | $5,707-66.1% | $5,011-61.4% | $4,762-59.4% |
| Participant deferral / active EE | $9,256 | $5,955+55.4% | $5,202+77.9% | $5,983+54.7% |
| Admin fee / account holder | $900 | $17,077-94.7% | $13,985-93.6% | $11,248-92.0% |