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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 | $70,945 | $202,342-64.9% | $172,753-58.9% | $152,909-53.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.21% | 1029.88%-1011.7pp | 803.00%-784.8pp | 345.46%-327.3pp |
| Employer contribution / active EE | $6,814 | $5,857+16.3% | $5,144+32.5% | $4,764+43.0% |
| Participant deferral / active EE | $2,937 | $5,948-50.6% | $5,198-43.5% | $5,851-49.8% |
| Admin fee / account holder | $5,055 | $17,112-70.5% | $13,956-63.8% | $11,601-56.4% |