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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 | $71,947 | $202,345-64.4% | $172,755-58.4% | $152,885-52.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.46% | 1029.77%-1012.3pp | 802.94%-785.5pp | 345.39%-327.9pp |
| Employer contribution / active EE | $5,430 | $5,858-7.3% | $5,144+5.6% | $4,763+14.0% |
| Participant deferral / active EE | $5,075 | $5,948-14.7% | $5,198-2.4% | $5,851-13.3% |
| Admin fee / account holder | $1,260 | $17,111-92.6% | $13,955-91.0% | $11,598-89.1% |