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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 | $35,018 | $183,988-81.0% | $162,177-78.4% | $152,897-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 253.74% | 150.79%+103.0pp | 115.60%+138.1pp | 345.43%-91.7pp |
| Employer contribution / active EE | $1,948 | $6,370-69.4% | $5,613-65.3% | $4,764-59.1% |
| Participant deferral / active EE | $5,094 | $8,032-36.6% | $7,297-30.2% | $5,851-12.9% |
| Admin fee / account holder | $337 | $13,123-97.4% | $10,843-96.9% | $11,599-97.1% |