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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 | $101,426 | $202,342-49.9% | $172,752-41.3% | $152,897-33.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.58% | 1029.83%-1009.2pp | 802.97%-782.4pp | 345.43%-324.9pp |
| Employer contribution / active EE | $4,214 | $5,858-28.1% | $5,144-18.1% | $4,764-11.5% |
| Participant deferral / active EE | $5,114 | $5,948-14.0% | $5,198-1.6% | $5,851-12.6% |
| Admin fee / account holder | $2,417 | $17,111-85.9% | $13,955-82.7% | $11,599-79.2% |