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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 | $116,047 | $132,634-12.5% | $115,768+0.2% | $137,256-15.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.70% | 160.70%-139.0pp | 100.46%-78.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $6,119 | $3,360+82.1% | $2,940+108.1% | $4,156+47.2% |
| Participant deferral / active EE | $13,752 | $5,619+144.8% | $4,917+179.7% | $6,407+114.6% |
| Admin fee / account holder | $443 | $15,028-97.1% | $12,439-96.4% | $12,270-96.4% |