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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 | $81,717 | $202,342-59.6% | $172,752-52.7% | $152,897-46.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.32% | 1029.83%-1011.5pp | 802.97%-784.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,521 | $5,858-74.0% | $5,144-70.4% | $4,764-68.1% |
| Participant deferral / active EE | $3,346 | $5,948-43.8% | $5,198-35.6% | $5,851-42.8% |
| Admin fee / account holder | $3,084 | $17,111-82.0% | $13,955-77.9% | $11,599-73.4% |