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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 | $157,304-84.5% | $141,197-82.8% | $152,909-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 280.55% | 64.34%+216.2pp | 71.41%+209.1pp | 345.46%-64.9pp |
| Employer contribution / active EE | $6,356 | $5,263+20.8% | $4,736+34.2% | $4,764+33.4% |
| Participant deferral / active EE | $4,582 | $7,111-35.6% | $6,710-31.7% | $5,851-21.7% |
| Admin fee / account holder | $319 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |