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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 | $77,358 | $202,342-61.8% | $172,753-55.2% | $152,909-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.95% | 1029.88%-1012.9pp | 803.00%-786.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $6,290 | $5,857+7.4% | $5,144+22.3% | $4,764+32.0% |
| Participant deferral / active EE | $3,890 | $5,948-34.6% | $5,198-25.2% | $5,851-33.5% |
| Admin fee / account holder | $43,757 | $17,112+155.7% | $13,956+213.5% | $11,601+277.2% |