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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 | $81,841 | $184,000-55.5% | $162,185-49.5% | $152,909-46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.15% | 150.80%-131.6pp | 115.61%-96.5pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,582 | $6,370-59.5% | $5,613-54.0% | $4,764-45.8% |
| Participant deferral / active EE | $5,943 | $8,033-26.0% | $7,297-18.6% | $5,851+1.6% |
| Admin fee / account holder | $450 | $13,124-96.6% | $10,844-95.8% | $11,601-96.1% |