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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 | $73,979 | $226,135-67.3% | $182,558-59.5% | $152,909-51.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.38% | 192.60%-176.2pp | 148.59%-132.2pp | 345.46%-329.1pp |
| Employer contribution / active EE | $6,425 | $4,979+29.0% | $4,076+57.6% | $4,764+34.9% |
| Participant deferral / active EE | $4,275 | $6,371-32.9% | $5,526-22.6% | $5,851-26.9% |
| Admin fee / account holder | $25,006 | $10,707+133.5% | $8,594+191.0% | $11,601+115.6% |