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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 | $92,723 | $202,342-54.2% | $172,752-46.3% | $152,897-39.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.01% | 1029.83%-1015.8pp | 802.97%-789.0pp | 345.43%-331.4pp |
| Employer contribution / active EE | $9,390 | $5,858+60.3% | $5,144+82.5% | $4,764+97.1% |
| Participant deferral / active EE | $7,644 | $5,948+28.5% | $5,198+47.1% | $5,851+30.6% |
| Admin fee / account holder | $44,864 | $17,111+162.2% | $13,955+221.5% | $11,599+286.8% |