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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 | $81,076 | $202,342-59.9% | $172,752-53.1% | $152,897-47.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.80% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $4,830 | $5,858-17.5% | $5,144-6.1% | $4,764+1.4% |
| Participant deferral / active EE | $6,222 | $5,948+4.6% | $5,198+19.7% | $5,851+6.3% |
| Admin fee / account holder | $19,944 | $17,111+16.6% | $13,955+42.9% | $11,599+71.9% |