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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 | $103,230 | $107,368-3.9% | $92,915+11.1% | $152,909-32.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.76% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,562 | $4,222-63.0% | $3,653-57.2% | $4,764-67.2% |
| Participant deferral / active EE | $4,859 | $4,848+0.2% | $4,238+14.7% | $5,851-17.0% |
| Admin fee / account holder | $542 | $7,082-92.4% | $5,796-90.7% | $11,601-95.3% |