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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 | $90,435 | $226,090-60.0% | $182,531-50.5% | $152,885-40.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.17% | 192.57%-172.4pp | 148.57%-128.4pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,527 | $4,978-69.3% | $4,075-62.5% | $4,763-67.9% |
| Participant deferral / active EE | $10,317 | $6,369+62.0% | $5,525+86.7% | $5,851+76.3% |
| Admin fee / account holder | $1,672 | $10,705-84.4% | $8,593-80.5% | $11,598-85.6% |