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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 | $77,165 | $202,342-61.9% | $172,753-55.3% | $152,909-49.5% |
| 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 | $2,922 | $5,857-50.1% | $5,144-43.2% | $4,764-38.7% |
| Participant deferral / active EE | $9,192 | $5,948+54.5% | $5,198+76.8% | $5,851+57.1% |
| Admin fee / account holder | $3,281 | $17,112-80.8% | $13,956-76.5% | $11,601-71.7% |