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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 | $98,650 | $226,090-56.4% | $182,531-46.0% | $152,885-35.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.54% | 192.57%-175.0pp | 148.57%-131.0pp | 345.39%-327.9pp |
| Employer contribution / active EE | $3,702 | $4,978-25.6% | $4,075-9.2% | $4,763-22.3% |
| Participant deferral / active EE | $16,800 | $6,369+163.8% | $5,525+204.1% | $5,851+187.1% |
| Admin fee / account holder | $1,109 | $10,705-89.6% | $8,593-87.1% | $11,598-90.4% |