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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 | $78,812 | $226,135-65.1% | $182,558-56.8% | $152,909-48.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.05% | 192.60%-173.5pp | 148.59%-129.5pp | 345.46%-326.4pp |
| Employer contribution / active EE | $3,286 | $4,979-34.0% | $4,076-19.4% | $4,764-31.0% |
| Participant deferral / active EE | $6,528 | $6,371+2.5% | $5,526+18.1% | $5,851+11.6% |
| Admin fee / account holder | $1,868 | $10,707-82.6% | $8,594-78.3% | $11,601-83.9% |