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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 | $40,881 | $226,135-81.9% | $182,558-77.6% | $152,909-73.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.54% | 192.60%-169.1pp | 148.59%-125.1pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,430 | $4,979-51.2% | $4,076-40.4% | $4,764-49.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $333 | $10,707-96.9% | $8,594-96.1% | $11,601-97.1% |