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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 | $55,890 | $175,231-68.1% | $149,696-62.7% | $139,466-59.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 591.16% | 166.77%+424.4pp | 134.46%+456.7pp | 373.66%+217.5pp |
| Employer contribution / active EE | $2,468 | $5,478-55.0% | $4,821-48.8% | $4,754-48.1% |
| Participant deferral / active EE | $9,507 | $6,521+45.8% | $5,682+67.3% | $6,712+41.6% |
| Admin fee / account holder | $411 | $16,155-97.5% | $13,212-96.9% | $11,409-96.4% |