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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 | $24,306 | $157,270-84.5% | $141,173-82.8% | $152,870-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 280.55% | 64.33%+216.2pp | 71.40%+209.2pp | 345.34%-64.8pp |
| Employer contribution / active EE | $6,356 | $5,261+20.8% | $4,735+34.2% | $4,763+33.5% |
| Participant deferral / active EE | $4,582 | $7,110-35.6% | $6,710-31.7% | $5,850-21.7% |
| Admin fee / account holder | $319 | $12,121-97.4% | $10,262-96.9% | $11,597-97.2% |