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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 | $76,759 | $157,276-51.2% | $141,177-45.6% | $152,885-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.73% | 64.33%-41.6pp | 71.40%-48.7pp | 345.39%-322.7pp |
| Employer contribution / active EE | $36,500 | $5,262+593.7% | $4,736+670.8% | $4,763+666.3% |
| Participant deferral / active EE | $24,500 | $7,110+244.6% | $6,710+265.1% | $5,851+318.7% |
| Admin fee / account holder | $547 | $12,123-95.5% | $10,263-94.7% | $11,598-95.3% |