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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 | $98,223 | $226,105-56.6% | $182,540-46.2% | $152,897-35.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 35.11% | 192.58%-157.5pp | 148.58%-113.5pp | 345.43%-310.3pp |
| Employer contribution / active EE | $2,595 | $4,978-47.9% | $4,076-36.3% | $4,764-45.5% |
| Participant deferral / active EE | $24,000 | $6,370+276.8% | $5,525+334.4% | $5,851+310.2% |
| Admin fee / account holder | $687 | $10,706-93.6% | $8,593-92.0% | $11,599-94.1% |