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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 | $127,391 | $202,342-37.0% | $172,753-26.3% | $152,909-16.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.92% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,372 | $5,857-59.5% | $5,144-53.9% | $4,764-50.2% |
| Participant deferral / active EE | $3,728 | $5,948-37.3% | $5,198-28.3% | $5,851-36.3% |
| Admin fee / account holder | $2,073 | $17,112-87.9% | $13,956-85.1% | $11,601-82.1% |