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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 | $39,432 | $202,342-80.5% | $172,752-77.2% | $152,897-74.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.06% | 1029.83%-1012.8pp | 802.97%-785.9pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,443 | $5,858-75.4% | $5,144-72.0% | $4,764-69.7% |
| Participant deferral / active EE | $2,106 | $5,948-64.6% | $5,198-59.5% | $5,851-64.0% |
| Admin fee / account holder | $738 | $17,111-95.7% | $13,955-94.7% | $11,599-93.6% |