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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 | $72,771 | $226,090-67.8% | $182,531-60.1% | $152,885-52.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.16% | 192.57%-165.4pp | 148.57%-121.4pp | 345.39%-318.2pp |
| Employer contribution / active EE | $1,024 | $4,978-79.4% | $4,075-74.9% | $4,763-78.5% |
| Participant deferral / active EE | $4,012 | $6,369-37.0% | $5,525-27.4% | $5,851-31.4% |
| Admin fee / account holder | $463 | $10,705-95.7% | $8,593-94.6% | $11,598-96.0% |