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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 | $39,570 | $202,345-80.4% | $172,755-77.1% | $152,885-74.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.04% | 1029.77%-1006.7pp | 802.94%-779.9pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,261 | $5,858-61.4% | $5,144-56.0% | $4,763-52.5% |
| Participant deferral / active EE | $2,966 | $5,948-50.1% | $5,198-42.9% | $5,851-49.3% |
| Admin fee / account holder | $1,068 | $17,111-93.8% | $13,955-92.4% | $11,598-90.8% |