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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 | $63,279 | $226,135-72.0% | $182,558-65.3% | $152,909-58.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.65% | 192.60%-171.0pp | 148.59%-126.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $17,412 | $4,979+249.7% | $4,076+327.2% | $4,764+265.5% |
| Participant deferral / active EE | $6,400 | $6,371+0.5% | $5,526+15.8% | $5,851+9.4% |
| Admin fee / account holder | $819 | $10,707-92.3% | $8,594-90.5% | $11,601-92.9% |