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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 | $99,481 | $226,090-56.0% | $182,531-45.5% | $152,885-34.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.80% | 192.57%-172.8pp | 148.57%-128.8pp | 345.39%-325.6pp |
| Employer contribution / active EE | $11,486 | $4,978+130.7% | $4,075+181.8% | $4,763+141.1% |
| Participant deferral / active EE | $1,321 | $6,369-79.3% | $5,525-76.1% | $5,851-77.4% |
| Admin fee / account holder | $5,626 | $10,705-47.4% | $8,593-34.5% | $11,598-51.5% |