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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 | $91,617 | $202,342-54.7% | $172,752-47.0% | $152,897-40.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.68% | 1029.83%-1017.1pp | 802.97%-790.3pp | 345.43%-332.7pp |
| Employer contribution / active EE | $9,080 | $5,858+55.0% | $5,144+76.5% | $4,764+90.6% |
| Participant deferral / active EE | $2,248 | $5,948-62.2% | $5,198-56.8% | $5,851-61.6% |
| Admin fee / account holder | $692 | $17,111-96.0% | $13,955-95.0% | $11,599-94.0% |