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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 | $86,703 | $226,105-61.7% | $182,540-52.5% | $152,897-43.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.41% | 192.58%-168.2pp | 148.58%-124.2pp | 345.43%-321.0pp |
| Employer contribution / active EE | $4,610 | $4,978-7.4% | $4,076+13.1% | $4,764-3.2% |
| Participant deferral / active EE | $15,957 | $6,370+150.5% | $5,525+188.8% | $5,851+172.7% |
| Admin fee / account holder | $874 | $10,706-91.8% | $8,593-89.8% | $11,599-92.5% |