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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 | $104,197 | $196,972-47.1% | $182,262-42.8% | $198,609-47.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.07% | 158.27%-141.2pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $3,850 | $5,364-28.2% | $5,046-23.7% | $5,055-23.8% |
| Participant deferral / active EE | $13,901 | $8,643+60.8% | $8,276+68.0% | $6,977+99.2% |
| Admin fee / account holder | $1,849 | $18,429-90.0% | $16,712-88.9% | $19,030-90.3% |