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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 | $100,809 | $105,158-4.1% | $94,672+6.5% | $139,487-27.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 38.11%-17.7pp | 156.89%-136.4pp | 373.84%-353.4pp |
| Employer contribution / active EE | $5,234 | $4,107+27.4% | $3,673+42.5% | $4,755+10.1% |
| Participant deferral / active EE | $13,552 | $7,599+78.3% | $7,417+82.7% | $6,713+101.9% |
| Admin fee / account holder | $805 | $8,972-91.0% | $7,222-88.9% | $11,407-92.9% |