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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 | $47,934 | $202,342-76.3% | $172,753-72.3% | $152,909-68.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.54% | 1029.88%-1017.3pp | 803.00%-790.5pp | 345.46%-332.9pp |
| Employer contribution / active EE | $5,388 | $5,857-8.0% | $5,144+4.7% | $4,764+13.1% |
| Participant deferral / active EE | $3,804 | $5,948-36.0% | $5,198-26.8% | $5,851-35.0% |
| Admin fee / account holder | $15,020 | $17,112-12.2% | $13,956+7.6% | $11,601+29.5% |