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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 | $40,877 | $217,432-81.2% | $185,851-78.0% | $167,553-75.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4764.88% | 148.43%+4616.5pp | 122.11%+4642.8pp | 478.89%+4286.0pp |
| Employer contribution / active EE | $1,810 | $5,874-69.2% | $5,168-65.0% | $4,840-62.6% |
| Participant deferral / active EE | $4,362 | $6,357-31.4% | $5,569-21.7% | $6,343-31.2% |
| Admin fee / account holder | $563 | $19,820-97.2% | $16,245-96.5% | $12,316-95.4% |