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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 | $99,220 | $226,090-56.1% | $182,531-45.6% | $152,885-35.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.75% | 192.57%-176.8pp | 148.57%-132.8pp | 345.39%-329.6pp |
| Employer contribution / active EE | $4,835 | $4,978-2.9% | $4,075+18.6% | $4,763+1.5% |
| Participant deferral / active EE | $4,474 | $6,369-29.7% | $5,525-19.0% | $5,851-23.5% |
| Admin fee / account holder | $22,537 | $10,705+110.5% | $8,593+162.3% | $11,598+94.3% |