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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 | $110,111 | $226,135-51.3% | $182,558-39.7% | $152,909-28.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.34% | 192.60%-170.3pp | 148.59%-126.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,092 | $4,979-17.8% | $4,076+0.4% | $4,764-14.1% |
| Participant deferral / active EE | $6,854 | $6,371+7.6% | $5,526+24.0% | $5,851+17.1% |
| Admin fee / account holder | $1,356 | $10,707-87.3% | $8,594-84.2% | $11,601-88.3% |