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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 | $45,109 | $175,259-74.3% | $149,723-69.9% | $139,487-67.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 352.45% | 166.82%+185.6pp | 134.50%+218.0pp | 373.84%-21.4pp |
| Employer contribution / active EE | $2,324 | $5,478-57.6% | $4,821-51.8% | $4,755-51.1% |
| Participant deferral / active EE | $5,250 | $6,522-19.5% | $5,682-7.6% | $6,713-21.8% |
| Admin fee / account holder | $551 | $16,158-96.6% | $13,215-95.8% | $11,407-95.2% |