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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 | $73,809 | $202,342-63.5% | $172,753-57.3% | $152,909-51.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.15% | 1029.88%-1012.7pp | 803.00%-785.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $7,784 | $5,857+32.9% | $5,144+51.3% | $4,764+63.4% |
| Participant deferral / active EE | $4,707 | $5,948-20.9% | $5,198-9.4% | $5,851-19.6% |
| Admin fee / account holder | $29,624 | $17,112+73.1% | $13,956+112.3% | $11,601+155.4% |