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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 | $60,311 | $226,135-73.3% | $182,558-67.0% | $152,909-60.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.20% | 192.60%-168.4pp | 148.59%-124.4pp | 345.46%-321.3pp |
| Employer contribution / active EE | $5,899 | $4,979+18.5% | $4,076+44.7% | $4,764+23.8% |
| Participant deferral / active EE | $3,601 | $6,371-43.5% | $5,526-34.8% | $5,851-38.5% |
| Admin fee / account holder | $1,332 | $10,707-87.6% | $8,594-84.5% | $11,601-88.5% |