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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 | $79,676 | $202,342-60.6% | $172,752-53.9% | $152,897-47.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.99% | 1029.83%-1014.8pp | 802.97%-788.0pp | 345.43%-330.4pp |
| Employer contribution / active EE | $3,203 | $5,858-45.3% | $5,144-37.7% | $4,764-32.8% |
| Participant deferral / active EE | $6,090 | $5,948+2.4% | $5,198+17.2% | $5,851+4.1% |
| Admin fee / account holder | $952 | $17,111-94.4% | $13,955-93.2% | $11,599-91.8% |