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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 | $93,323 | $105,210-11.3% | $159,487-41.5% | $85,851+8.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 40.97% | 45.08%-4.1pp | 263.71%-222.7pp | 318.63%-277.7pp |
| Employer contribution / active EE | $4,128 | $3,319+24.4% | $4,831-14.6% | $2,565+60.9% |
| Participant deferral / active EE | $4,190 | $5,946-29.5% | $7,354-43.0% | $3,952+6.0% |
| Admin fee / account holder | $366 | $6,934-94.7% | $10,804-96.6% | $6,261-94.1% |