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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 | $90,471 | $226,135-60.0% | $182,558-50.4% | $152,909-40.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.12% | 192.60%-171.5pp | 148.59%-127.5pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,416 | $4,979-51.5% | $4,076-40.7% | $4,764-49.3% |
| Participant deferral / active EE | $11,510 | $6,371+80.7% | $5,526+108.3% | $5,851+96.7% |
| Admin fee / account holder | $899 | $10,707-91.6% | $8,594-89.5% | $11,601-92.3% |