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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 | $95,058 | $202,326-53.0% | $172,745-45.0% | $152,870-37.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.73% | 1029.72%-1010.0pp | 802.90%-783.2pp | 345.34%-325.6pp |
| Employer contribution / active EE | $4,200 | $5,858-28.3% | $5,144-18.4% | $4,763-11.8% |
| Participant deferral / active EE | $16,000 | $5,948+169.0% | $5,197+207.8% | $5,850+173.5% |
| Admin fee / account holder | $1,375 | $17,110-92.0% | $13,954-90.1% | $11,597-88.1% |