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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 | $62,840 | $226,105-72.2% | $182,540-65.6% | $152,897-58.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.28% | 192.58%-167.3pp | 148.58%-123.3pp | 345.43%-320.2pp |
| Employer contribution / active EE | $4,184 | $4,978-16.0% | $4,076+2.7% | $4,764-12.2% |
| Participant deferral / active EE | $5,205 | $6,370-18.3% | $5,525-5.8% | $5,851-11.0% |
| Admin fee / account holder | $350 | $10,706-96.7% | $8,593-95.9% | $11,599-97.0% |