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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 | $51,050 | $202,342-74.8% | $172,753-70.4% | $152,909-66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.19% | 1029.88%-1005.7pp | 803.00%-778.8pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,556 | $5,857-56.4% | $5,144-50.3% | $4,764-46.3% |
| Participant deferral / active EE | $4,989 | $5,948-16.1% | $5,198-4.0% | $5,851-14.7% |
| Admin fee / account holder | $3,644 | $17,112-78.7% | $13,956-73.9% | $11,601-68.6% |