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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 | $92,464 | $202,342-54.3% | $172,752-46.5% | $152,897-39.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.48% | 1029.83%-1000.3pp | 802.97%-773.5pp | 345.43%-315.9pp |
| Employer contribution / active EE | $3,343 | $5,858-42.9% | $5,144-35.0% | $4,764-29.8% |
| Participant deferral / active EE | $3,744 | $5,948-37.1% | $5,198-28.0% | $5,851-36.0% |
| Admin fee / account holder | $2,092 | $17,111-87.8% | $13,955-85.0% | $11,599-82.0% |