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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 | $101,864 | $201,344-49.4% | $184,243-44.7% | $145,877-30.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 69.67% | 29.01%+40.7pp | 28.82%+40.9pp | 551.28%-481.6pp |
| Employer contribution / active EE | $5,344 | $7,022-23.9% | $6,427-16.9% | $4,663+14.6% |
| Participant deferral / active EE | $16,450 | $9,807+67.7% | $9,132+80.1% | $6,691+145.9% |
| Admin fee / account holder | $473 | $16,382-97.1% | $13,914-96.6% | $13,402-96.5% |