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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 | $56,730 | $226,090-74.9% | $182,531-68.9% | $152,885-62.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.98% | 192.57%-173.6pp | 148.57%-129.6pp | 345.39%-326.4pp |
| Employer contribution / active EE | $998 | $4,978-80.0% | $4,075-75.5% | $4,763-79.1% |
| Participant deferral / active EE | $4,619 | $6,369-27.5% | $5,525-16.4% | $5,851-21.1% |
| Admin fee / account holder | $859 | $10,705-92.0% | $8,593-90.0% | $11,598-92.6% |