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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 | $75,607 | $202,345-62.6% | $172,755-56.2% | $152,885-50.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.03% | 1029.77%-1013.7pp | 802.94%-786.9pp | 345.39%-329.4pp |
| Employer contribution / active EE | $5,533 | $5,858-5.5% | $5,144+7.6% | $4,763+16.2% |
| Participant deferral / active EE | $4,301 | $5,948-27.7% | $5,198-17.3% | $5,851-26.5% |
| Admin fee / account holder | $67,252 | $17,111+293.0% | $13,955+381.9% | $11,598+479.9% |