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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 | $95,357 | $226,135-57.8% | $182,558-47.8% | $152,909-37.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.85% | 192.60%-168.8pp | 148.59%-124.7pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,080 | $4,979-58.2% | $4,076-49.0% | $4,764-56.3% |
| Participant deferral / active EE | $21,375 | $6,371+235.5% | $5,526+286.8% | $5,851+265.3% |
| Admin fee / account holder | $336 | $10,707-96.9% | $8,594-96.1% | $11,601-97.1% |