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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 | $96,425 | $88,754+8.6% | $81,820+17.9% | $145,877-33.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.03% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,085 | $3,0850% | $2,915+5.8% | $4,663-33.8% |
| Participant deferral / active EE | $9,787 | $4,648+110.6% | $4,323+126.4% | $6,691+46.3% |
| Admin fee / account holder | $474 | $8,424-94.4% | $7,391-93.6% | $13,402-96.5% |