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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 | $79,328 | $183,978-56.9% | $162,171-51.1% | $152,885-48.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.49% | 150.78%-123.3pp | 115.60%-88.1pp | 345.39%-317.9pp |
| Employer contribution / active EE | $3,549 | $6,370-44.3% | $5,613-36.8% | $4,763-25.5% |
| Participant deferral / active EE | $11,010 | $8,033+37.1% | $7,297+50.9% | $5,851+88.2% |
| Admin fee / account holder | $395 | $13,122-97.0% | $10,843-96.4% | $11,598-96.6% |