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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 | $46,893 | $202,342-76.8% | $172,753-72.9% | $152,909-69.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.30% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $5,524 | $5,857-5.7% | $5,144+7.4% | $4,764+16.0% |
| Participant deferral / active EE | $6,185 | $5,948+4.0% | $5,198+19.0% | $5,851+5.7% |
| Admin fee / account holder | $535 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |