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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 | $32,881 | $105,145-68.7% | $94,664-65.3% | $139,466-76.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 66.76% | 38.09%+28.7pp | 156.84%-90.1pp | 373.66%-306.9pp |
| Employer contribution / active EE | $4,230 | $4,107+3.0% | $3,673+15.2% | $4,754-11.0% |
| Participant deferral / active EE | $11,898 | $7,599+56.6% | $7,417+60.4% | $6,712+77.3% |
| Admin fee / account holder | $789 | $8,972-91.2% | $7,222-89.1% | $11,409-93.1% |