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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 | $51,876 | $202,342-74.4% | $172,753-70.0% | $152,909-66.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.22% | 1029.88%-1008.7pp | 803.00%-781.8pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,840 | $5,857-51.5% | $5,144-44.8% | $4,764-40.4% |
| Participant deferral / active EE | $5,346 | $5,948-10.1% | $5,198+2.9% | $5,851-8.6% |
| Admin fee / account holder | $871 | $17,112-94.9% | $13,956-93.8% | $11,601-92.5% |