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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 | $84,055 | $202,342-58.5% | $172,752-51.3% | $152,897-45.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.59% | 1029.83%-1007.2pp | 802.97%-780.4pp | 345.43%-322.8pp |
| Employer contribution / active EE | $4,696 | $5,858-19.8% | $5,144-8.7% | $4,764-1.4% |
| Participant deferral / active EE | $3,596 | $5,948-39.5% | $5,198-30.8% | $5,851-38.5% |
| Admin fee / account holder | $1,063 | $17,111-93.8% | $13,955-92.4% | $11,599-90.8% |