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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 | $17,800 | $138,114-87.1% | $125,391-85.8% | $134,545-86.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7910.77% | 750.88%+7159.9pp | 572.41%+7338.4pp | 418.37%+7492.4pp |
| Employer contribution / active EE | $2,156 | $5,246-58.9% | $4,816-55.2% | $4,742-54.5% |
| Participant deferral / active EE | $4,021 | $7,801-48.5% | $7,448-46.0% | $6,401-37.2% |
| Admin fee / account holder | $397 | $11,570-96.6% | $10,009-96.0% | $11,431-96.5% |