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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 | $105,862 | $175,259-39.6% | $149,723-29.3% | $139,487-24.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.22% | 166.82%-141.6pp | 134.50%-109.3pp | 373.84%-348.6pp |
| Employer contribution / active EE | $1,519 | $5,478-72.3% | $4,821-68.5% | $4,755-68.1% |
| Participant deferral / active EE | $21,000 | $6,522+222.0% | $5,682+269.6% | $6,713+212.8% |
| Admin fee / account holder | $537 | $16,158-96.7% | $13,215-95.9% | $11,407-95.3% |