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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 | $86,051 | $226,135-61.9% | $182,558-52.9% | $152,909-43.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.21% | 192.60%-171.4pp | 148.59%-127.4pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,422 | $4,979-51.4% | $4,076-40.6% | $4,764-49.2% |
| Participant deferral / active EE | $6,680 | $6,371+4.9% | $5,526+20.9% | $5,851+14.2% |
| Admin fee / account holder | $34,007 | $10,707+217.6% | $8,594+295.7% | $11,601+193.1% |