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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 | $34,248 | $202,342-83.1% | $172,752-80.2% | $152,897-77.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.21% | 1029.83%-999.6pp | 802.97%-772.8pp | 345.43%-315.2pp |
| Employer contribution / active EE | $1,826 | $5,858-68.8% | $5,144-64.5% | $4,764-61.7% |
| Participant deferral / active EE | $4,153 | $5,948-30.2% | $5,198-20.1% | $5,851-29.0% |
| Admin fee / account holder | $525 | $17,111-96.9% | $13,955-96.2% | $11,599-95.5% |