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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 | $46,726 | $202,345-76.9% | $172,755-73.0% | $152,885-69.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.90% | 1029.77%-1006.9pp | 802.94%-780.0pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,660 | $5,858-37.5% | $5,144-28.9% | $4,763-23.2% |
| Participant deferral / active EE | $8,891 | $5,948+49.5% | $5,198+71.1% | $5,851+52.0% |
| Admin fee / account holder | $1,556 | $17,111-90.9% | $13,955-88.8% | $11,598-86.6% |