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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 | $104,824 | $226,105-53.6% | $182,540-42.6% | $152,897-31.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.28% | 192.58%-174.3pp | 148.58%-130.3pp | 345.43%-327.1pp |
| Employer contribution / active EE | $3,952 | $4,978-20.6% | $4,076-3.0% | $4,764-17.0% |
| Participant deferral / active EE | $8,284 | $6,370+30.0% | $5,525+49.9% | $5,851+41.6% |
| Admin fee / account holder | $3,540 | $10,706-66.9% | $8,593-58.8% | $11,599-69.5% |