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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 | $112,373 | $202,342-44.5% | $172,752-35.0% | $152,897-26.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.50% | 1029.83%-1009.3pp | 802.97%-782.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,929 | $5,858-50.0% | $5,144-43.1% | $4,764-38.5% |
| Participant deferral / active EE | $4,443 | $5,948-25.3% | $5,198-14.5% | $5,851-24.1% |
| Admin fee / account holder | $1,886 | $17,111-89.0% | $13,955-86.5% | $11,599-83.7% |