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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 | $79,144 | $202,342-60.9% | $172,753-54.2% | $152,909-48.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.60% | 1029.88%-1004.3pp | 803.00%-777.4pp | 345.46%-319.9pp |
| Employer contribution / active EE | $4,177 | $5,857-28.7% | $5,144-18.8% | $4,764-12.3% |
| Participant deferral / active EE | $6,735 | $5,948+13.2% | $5,198+29.6% | $5,851+15.1% |
| Admin fee / account holder | $1,612 | $17,112-90.6% | $13,956-88.5% | $11,601-86.1% |