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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 | $64,112 | $202,342-68.3% | $172,752-62.9% | $152,897-58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.69% | 1029.83%-1008.1pp | 802.97%-781.3pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,114 | $5,858-63.9% | $5,144-58.9% | $4,764-55.6% |
| Participant deferral / active EE | $6,088 | $5,948+2.4% | $5,198+17.1% | $5,851+4.1% |
| Admin fee / account holder | $1,778 | $17,111-89.6% | $13,955-87.3% | $11,599-84.7% |