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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 | $61,356 | $202,342-69.7% | $172,752-64.5% | $152,897-59.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.01% | 1029.83%-1007.8pp | 802.97%-781.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $4,897 | $5,858-16.4% | $5,144-4.8% | $4,764+2.8% |
| Participant deferral / active EE | $5,313 | $5,948-10.7% | $5,198+2.2% | $5,851-9.2% |
| Admin fee / account holder | $645 | $17,111-96.2% | $13,955-95.4% | $11,599-94.4% |