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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 | $79,841 | $202,342-60.5% | $172,753-53.8% | $152,909-47.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.76% | 1029.88%-1014.1pp | 803.00%-787.2pp | 345.46%-329.7pp |
| Employer contribution / active EE | $1,931 | $5,857-67.0% | $5,144-62.5% | $4,764-59.5% |
| Participant deferral / active EE | $2,949 | $5,948-50.4% | $5,198-43.3% | $5,851-49.6% |
| Admin fee / account holder | $14,178 | $17,112-17.1% | $13,956+1.6% | $11,601+22.2% |