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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 | $72,576 | $202,345-64.1% | $172,755-58.0% | $152,885-52.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.34% | 1029.77%-1005.4pp | 802.94%-778.6pp | 345.39%-321.1pp |
| Employer contribution / active EE | $5,635 | $5,858-3.8% | $5,144+9.5% | $4,763+18.3% |
| Participant deferral / active EE | $6,070 | $5,948+2.1% | $5,198+16.8% | $5,851+3.8% |
| Admin fee / account holder | $2,798 | $17,111-83.6% | $13,955-79.9% | $11,598-75.9% |