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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 | $83,008 | $202,342-59.0% | $172,752-51.9% | $152,897-45.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.10% | 1029.83%-1007.7pp | 802.97%-780.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $3,094 | $5,858-47.2% | $5,144-39.9% | $4,764-35.1% |
| Participant deferral / active EE | $4,033 | $5,948-32.2% | $5,198-22.4% | $5,851-31.1% |
| Admin fee / account holder | $13,459 | $17,111-21.3% | $13,955-3.6% | $11,599+16.0% |