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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 | $41,202 | $202,345-79.6% | $172,755-76.2% | $152,885-73.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.82% | 1029.77%-1007.0pp | 802.94%-780.1pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,878 | $5,858-67.9% | $5,144-63.5% | $4,763-60.6% |
| Participant deferral / active EE | $5,288 | $5,948-11.1% | $5,198+1.7% | $5,851-9.6% |
| Admin fee / account holder | $408 | $17,111-97.6% | $13,955-97.1% | $11,598-96.5% |