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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 | $110,908 | $289,211-61.7% | $260,467-57.4% | $198,609-44.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.72% | 112.90%-93.2pp | 100.60%-80.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $4,183 | $4,663-10.3% | $4,239-1.3% | $5,055-17.3% |
| Participant deferral / active EE | $30,615 | $6,812+349.4% | $6,319+384.4% | $6,977+338.8% |
| Admin fee / account holder | $1,317 | $16,236-91.9% | $15,461-91.5% | $19,030-93.1% |