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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 | $100,058 | $202,342-50.5% | $172,752-42.1% | $152,897-34.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.51% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $2,488 | $5,858-57.5% | $5,144-51.6% | $4,764-47.8% |
| Participant deferral / active EE | $5,630 | $5,948-5.3% | $5,198+8.3% | $5,851-3.8% |
| Admin fee / account holder | $9,438 | $17,111-44.8% | $13,955-32.4% | $11,599-18.6% |