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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 | $125,119 | $129,737-3.6% | $119,126+5.0% | $154,746-19.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.77% | 379.08%-357.3pp | 282.11%-260.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $4,308 | $4,375-1.5% | $4,034+6.8% | $4,379-1.6% |
| Participant deferral / active EE | $13,353 | $5,842+128.6% | $5,318+151.1% | $6,730+98.4% |
| Admin fee / account holder | $375 | $11,961-96.9% | $10,693-96.5% | $14,365-97.4% |