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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 | $58,997 | $202,342-70.8% | $172,752-65.8% | $152,897-61.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.49% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $2,531 | $5,858-56.8% | $5,144-50.8% | $4,764-46.9% |
| Participant deferral / active EE | $8,053 | $5,948+35.4% | $5,198+54.9% | $5,851+37.6% |
| Admin fee / account holder | $941 | $17,111-94.5% | $13,955-93.3% | $11,599-91.9% |