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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 | $105,816 | $217,427-51.3% | $185,837-43.1% | $167,518-36.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.26% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.5pp |
| Employer contribution / active EE | $4,640 | $5,874-21.0% | $5,168-10.2% | $4,838-4.1% |
| Participant deferral / active EE | $7,757 | $6,357+22.0% | $5,568+39.3% | $6,342+22.3% |
| Admin fee / account holder | $940 | $19,816-95.3% | $16,241-94.2% | $12,312-92.4% |