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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 | $64,575 | $184,000-64.9% | $162,185-60.2% | $152,909-57.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.26% | 150.80%-128.5pp | 115.61%-93.3pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,190 | $6,370-65.6% | $5,613-61.0% | $4,764-54.0% |
| Participant deferral / active EE | $3,368 | $8,033-58.1% | $7,297-53.8% | $5,851-42.4% |
| Admin fee / account holder | $4,581 | $13,124-65.1% | $10,844-57.8% | $11,601-60.5% |