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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 | $99,221 | $202,342-51.0% | $172,753-42.6% | $152,909-35.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.31% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,050 | $5,857-30.9% | $5,144-21.3% | $4,764-15.0% |
| Participant deferral / active EE | $6,055 | $5,948+1.8% | $5,198+16.5% | $5,851+3.5% |
| Admin fee / account holder | $1,691 | $17,112-90.1% | $13,956-87.9% | $11,601-85.4% |