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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 | $33,530 | $124,330-73.0% | $109,173-69.3% | $167,536-80.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 144.59% | 26.04%+118.5pp | 25.75%+118.8pp | 478.82%-334.2pp |
| Employer contribution / active EE | $5,355 | $4,209+27.2% | $3,723+43.8% | $4,839+10.7% |
| Participant deferral / active EE | $19,394 | $5,256+269.0% | $4,654+316.7% | $6,342+205.8% |
| Admin fee / account holder | $641 | $7,974-92.0% | $6,755-90.5% | $12,315-94.8% |