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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 | $30,898 | $176,120-82.5% | $159,487-80.6% | $167,553-81.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.20% | 331.95%-306.7pp | 263.71%-238.5pp | 478.89%-453.7pp |
| Employer contribution / active EE | $3,420 | $5,299-35.5% | $4,831-29.2% | $4,840-29.3% |
| Participant deferral / active EE | $5,140 | $7,752-33.7% | $7,354-30.1% | $6,343-19.0% |
| Admin fee / account holder | $695 | $12,561-94.5% | $10,804-93.6% | $12,316-94.4% |