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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 | $94,405 | $202,342-53.3% | $172,752-45.4% | $152,897-38.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.18% | 1029.83%-1016.6pp | 802.97%-789.8pp | 345.43%-332.3pp |
| Employer contribution / active EE | $1,373 | $5,858-76.6% | $5,144-73.3% | $4,764-71.2% |
| Participant deferral / active EE | $5,310 | $5,948-10.7% | $5,198+2.2% | $5,851-9.2% |
| Admin fee / account holder | $379 | $17,111-97.8% | $13,955-97.3% | $11,599-96.7% |