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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 | $90,105 | $202,342-55.5% | $172,752-47.8% | $152,897-41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.55% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $3,540 | $5,858-39.6% | $5,144-31.2% | $4,764-25.7% |
| Participant deferral / active EE | $7,125 | $5,948+19.8% | $5,198+37.1% | $5,851+21.8% |
| Admin fee / account holder | $1,511 | $17,111-91.2% | $13,955-89.2% | $11,599-87.0% |