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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 | $85,989 | $202,345-57.5% | $172,755-50.2% | $152,885-43.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.72% | 1029.77%-1012.1pp | 802.94%-785.2pp | 345.39%-327.7pp |
| Employer contribution / active EE | $2,732 | $5,858-53.4% | $5,144-46.9% | $4,763-42.6% |
| Participant deferral / active EE | $13,800 | $5,948+132.0% | $5,198+165.5% | $5,851+135.9% |
| Admin fee / account holder | $6,493 | $17,111-62.1% | $13,955-53.5% | $11,598-44.0% |