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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 | $89,899 | $111,535-19.4% | $105,223-14.6% | $137,256-34.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.99% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $18,064 | $3,939+358.5% | $3,689+389.7% | $4,156+334.6% |
| Participant deferral / active EE | $22,932 | $5,500+316.9% | $5,072+352.1% | $6,407+257.9% |
| Admin fee / account holder | $963 | $9,721-90.1% | $8,859-89.1% | $12,270-92.1% |