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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 | $29,730 | $157,270-81.1% | $141,173-78.9% | $152,870-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 557.62% | 64.33%+493.3pp | 71.40%+486.2pp | 345.34%+212.3pp |
| Employer contribution / active EE | $2,584 | $5,261-50.9% | $4,735-45.4% | $4,763-45.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,263 | $12,121-89.6% | $10,262-87.7% | $11,597-89.1% |