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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 | $166,253 | $226,135-26.5% | $182,558-8.9% | $152,909+8.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.29% | 192.60%-175.3pp | 148.59%-131.3pp | 345.46%-328.2pp |
| Employer contribution / active EE | $30,625 | $4,979+515.1% | $4,076+651.3% | $4,764+542.9% |
| Participant deferral / active EE | $3,675 | $6,371-42.3% | $5,526-33.5% | $5,851-37.2% |
| Admin fee / account holder | $628 | $10,707-94.1% | $8,594-92.7% | $11,601-94.6% |