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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 | $60,008 | $226,090-73.5% | $182,531-67.1% | $152,885-60.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.13% | 192.57%-168.4pp | 148.57%-124.4pp | 345.39%-321.3pp |
| Employer contribution / active EE | $3,278 | $4,978-34.1% | $4,075-19.6% | $4,763-31.2% |
| Participant deferral / active EE | $3,278 | $6,369-48.5% | $5,525-40.7% | $5,851-44.0% |
| Admin fee / account holder | $849 | $10,705-92.1% | $8,593-90.1% | $11,598-92.7% |