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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 | $39,774 | $226,090-82.4% | $182,531-78.2% | $152,885-74.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.44% | 192.57%-168.1pp | 148.57%-124.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $7,414 | $4,978+48.9% | $4,075+81.9% | $4,763+55.7% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $943 | $10,705-91.2% | $8,593-89.0% | $11,598-91.9% |