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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 | $35,352 | $202,342-82.5% | $172,752-79.5% | $152,897-76.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.44% | 1029.83%-1004.4pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $3,019 | $5,858-48.5% | $5,144-41.3% | $4,764-36.6% |
| Participant deferral / active EE | $3,453 | $5,948-41.9% | $5,198-33.6% | $5,851-41.0% |
| Admin fee / account holder | $395 | $17,111-97.7% | $13,955-97.2% | $11,599-96.6% |