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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 | $64,774 | $202,342-68.0% | $172,752-62.5% | $152,897-57.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.92% | 1029.83%-1012.9pp | 802.97%-786.1pp | 345.43%-328.5pp |
| Employer contribution / active EE | $2,318 | $5,858-60.4% | $5,144-54.9% | $4,764-51.3% |
| Participant deferral / active EE | $8,343 | $5,948+40.3% | $5,198+60.5% | $5,851+42.6% |
| Admin fee / account holder | $23,957 | $17,111+40.0% | $13,955+71.7% | $11,599+106.5% |