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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 | $39,506 | $217,432-81.8% | $185,851-78.7% | $167,553-76.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 287.80% | 148.43%+139.4pp | 122.11%+165.7pp | 478.89%-191.1pp |
| Employer contribution / active EE | $5,173 | $5,874-11.9% | $5,168+0.1% | $4,840+6.9% |
| Participant deferral / active EE | $4,040 | $6,357-36.4% | $5,569-27.4% | $6,343-36.3% |
| Admin fee / account holder | $405 | $19,820-98.0% | $16,245-97.5% | $12,316-96.7% |