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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 | $82,426 | $226,105-63.5% | $182,540-54.8% | $152,897-46.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.09% | 192.58%-167.5pp | 148.58%-123.5pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,672 | $4,978-66.4% | $4,076-59.0% | $4,764-64.9% |
| Participant deferral / active EE | $1,818 | $6,370-71.5% | $5,525-67.1% | $5,851-68.9% |
| Admin fee / account holder | $999 | $10,706-90.7% | $8,593-88.4% | $11,599-91.4% |