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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 | $51,731 | $202,342-74.4% | $172,752-70.1% | $152,897-66.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.28% | 1029.83%-1014.6pp | 802.97%-787.7pp | 345.43%-330.2pp |
| Employer contribution / active EE | $9,689 | $5,858+65.4% | $5,144+88.4% | $4,764+103.4% |
| Participant deferral / active EE | $6,294 | $5,948+5.8% | $5,198+21.1% | $5,851+7.6% |
| Admin fee / account holder | $3,292 | $17,111-80.8% | $13,955-76.4% | $11,599-71.6% |