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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 | $115,229 | $160,028-28.0% | $147,080-21.7% | $145,884-21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $4,150 | $5,286-21.5% | $4,933-15.9% | $4,662-11.0% |
| Participant deferral / active EE | $22,500 | $8,422+167.2% | $8,066+178.9% | $6,690+236.3% |
| Admin fee / account holder | $875 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |