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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 | $32,157 | $226,090-85.8% | $182,531-82.4% | $152,885-79.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.45% | 192.57%-170.1pp | 148.57%-126.1pp | 345.39%-322.9pp |
| Employer contribution / active EE | $1,942 | $4,978-61.0% | $4,075-52.3% | $4,763-59.2% |
| Participant deferral / active EE | $2,811 | $6,369-55.9% | $5,525-49.1% | $5,851-52.0% |
| Admin fee / account holder | $9,573 | $10,705-10.6% | $8,593+11.4% | $11,598-17.5% |