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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 | $49,829 | $202,326-75.4% | $172,745-71.2% | $152,870-67.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.21% | 1029.72%-1001.5pp | 802.90%-774.7pp | 345.34%-317.1pp |
| Employer contribution / active EE | $5,111 | $5,858-12.8% | $5,144-0.7% | $4,763+7.3% |
| Participant deferral / active EE | $6,529 | $5,948+9.8% | $5,197+25.6% | $5,850+11.6% |
| Admin fee / account holder | $912 | $17,110-94.7% | $13,954-93.5% | $11,597-92.1% |